Elm Advisors’s Labcorp LH Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-349	Closed	-$61K	–	188
2020 Q4	$61K	Buy	+349	New	+$60.3K	0.04%	149
2018 Q4	–	Sell	-349	Closed	-$52K	–	187
2018 Q3	$52K	Buy	+349	New	+$53.1K	0.03%	162

Other funds holding LH

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

BlackRock New York $5.72T AUM 30.48% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Elm Advisors's LH Position: Q1 2021 in Review

Elm Advisors sold out of Labcorp (LH) in Q1 2021, closing a stake of 349 shares — an estimated $61K sold.

Elm Advisors first reported a position in LH in Q3 2018 and held it in 2 quarters. The position peaked at $61K in Q4 2020. 920 funds tracked by Wall St. Rank hold LH as of Q1 2021.

Elm Advisors reported no remaining Labcorp position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 349 Labcorp shares in Q1 2021, an estimated $61K.
Elm Advisors first reported a position in Labcorp in Q3 2018 and held it in 2 quarters.
Elm Advisors's Labcorp position peaked at $61K in Q4 2020.
920 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.