Curi Wealth Management’s Labcorp LH Stock Holding History

Curi Wealth Management’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-769	Closed	-$155K	–	473
2022 Q2	$155K	Buy	769 +2	+0.3%	+$426	0.03%	142
2022 Q1	$173K	Hold	767	–	–	0.03%	124
2021 Q4	$207K	Buy	+767	New	+$190K	0.04%	107
2021 Q1	–	Sell	-767	Closed	-$134K	–	309
2020 Q4	$134K	Buy	+767	New	+$132K	0.1%	103

Other funds holding LH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Curi Wealth Management's LH Position: Q3 2022 in Review

Curi Wealth Management sold out of Labcorp (LH) in Q3 2022, closing a stake of 769 shares — an estimated $155K sold.

Curi Wealth Management first reported a position in LH in Q4 2020 and held it in 4 quarters. The position peaked at $207K in Q4 2021. 936 funds tracked by Wall St. Rank hold LH as of Q3 2022.

Curi Wealth Management reported no remaining Labcorp position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 769 Labcorp shares in Q3 2022, an estimated $155K.
Curi Wealth Management first reported a position in Labcorp in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Labcorp position peaked at $207K in Q4 2021.
936 funds tracked by Wall St. Rank held Labcorp as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.