Endurance Wealth Management’s Labcorp LH Stock Holding History

Endurance 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
2023 Q2	$207K	Hold	996	–	–	0.03%	193
2023 Q1	$196K	Hold	996	–	–	0.03%	196
2022 Q4	$202K	Hold	996	–	–	0.03%	186
2022 Q3	$175K	Hold	996	–	–	0.03%	195
2022 Q2	$201K	Hold	996	–	–	0.03%	187
2022 Q1	$226K	Sell	996 -748	-43%	-$176K	0.03%	194
2021 Q4	$471K	Sell	1,744 -2	-0.1%	-$495	0.05%	151
2021 Q3	$422K	Hold	1,746	–	–	0.05%	162
2021 Q2	$413K	Hold	1,746	–	–	0.05%	163
2021 Q1	$383K	Hold	1,746	–	–	0.05%	166
2020 Q4	$305K	Hold	1,746	–	–	0.04%	176
2020 Q3	$282K	Hold	1,746	–	–	0.04%	164
2020 Q2	$249K	Hold	1,746	–	–	0.04%	169
2020 Q1	$190K	Hold	1,746	–	–	0.04%	176
2019 Q4	$254K	Hold	1,746	–	–	0.04%	165
2019 Q3	$252K	Hold	1,746	–	–	0.04%	165
2019 Q2	$259K	Hold	1,746	–	–	0.04%	161
2019 Q1	$229K	Hold	1,746	–	–	0.04%	163
2018 Q4	$190K	Hold	1,746	–	–	0.04%	166
2018 Q3	$261K	Hold	1,746	–	–	0.04%	154
2018 Q2	$269K	Hold	1,746	–	–	0.04%	152
2018 Q1	$243K	Hold	1,746	–	–	0.04%	161
2017 Q4	$239K	Hold	1,746	–	–	0.04%	159
2017 Q3	$226K	Sell	1,746 -12	-0.7%	-$1.6K	0.04%	162
2017 Q2	$233K	Hold	1,758	–	–	0.04%	158
2017 Q1	$217K	Buy	1,758 +12	+0.7%	+$1.42K	0.04%	160
2016 Q4	$193K	Hold	1,746	–	–	0.03%	168
2016 Q3	$209K	Hold	1,746	–	–	0.04%	161
2016 Q2	$195K	Sell	1,746 -87	-5%	-$9.36K	0.04%	159
2016 Q1	$184	Sell	1,833 -29	-2%	-$2.78K	0.03%	166
2015 Q4	$198K	Buy	1,862 +116	+7%	+$12K	0.04%	164
2015 Q3	$169K	Sell	1,746 -29	-2%	-$3K	0.03%	181
2015 Q2	$185K	Buy	+1,775	New	+$185K	0.03%	166

Other funds holding LH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Endurance Wealth Management's LH Position: Q2 2023 in Review

Endurance Wealth Management held its Labcorp (LH) position steady in Q2 2023 at 996 shares worth $207K. The position accounts for 0.03% of the portfolio, ranked #193.

Endurance Wealth Management first reported a position in LH in Q2 2015 and has held it in 33 quarters since. The position peaked at $471K in Q4 2021. 933 funds tracked by Wall St. Rank hold LH as of Q2 2023.

Endurance Wealth Management held 996 shares of Labcorp worth $207K as of Q2 2023.
Endurance Wealth Management left its Labcorp share count unchanged in Q2 2023.
Labcorp made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #193 holding.
Endurance Wealth Management first reported a position in Labcorp in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's Labcorp position peaked at $471K in Q4 2021.
933 funds tracked by Wall St. Rank held Labcorp as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.