Evoke Wealth’s Labcorp LH Stock Holding History

Evoke Wealth’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
2024 Q2	–	Sell	-8,804	Closed	-$1.92M	–	259
2024 Q1	$1.92M	Buy	+8,804	New	+$1.94M	0.06%	117
2023 Q4	–	Sell	-27,075	Closed	-$5.44M	–	230
2023 Q3	$5.44M	Buy	27,075 +5,593	+26%	+$1.18M	0.19%	60
2023 Q2	$4.45M	Sell	21,482 -1,101	-5%	-$214K	0.15%	70
2023 Q1	$4.45M	Buy	22,583 +2,734	+14%	+$563K	0.16%	61
2022 Q4	$4.02M	Buy	19,849 +19,826	+86,200%	+$3.87M	0.15%	79
2022 Q3	$4K	Hold	23	–	–	﹤0.01%	926
2022 Q2	$5K	Sell	23 -1	-4%	-$213	﹤0.01%	890
2022 Q1	$6K	Hold	24	–	–	﹤0.01%	864
2021 Q4	$7K	Hold	24	–	–	﹤0.01%	841
2021 Q3	$5K	Hold	24	–	–	﹤0.01%	855
2021 Q2	$6K	Hold	24	–	–	﹤0.01%	836
2021 Q1	$5K	Hold	24	–	–	﹤0.01%	851
2020 Q4	$4K	Hold	24	–	–	﹤0.01%	769
2020 Q3	$4K	Hold	24	–	–	﹤0.01%	718
2020 Q2	$3K	Sell	24 -4	-14%	-$553	﹤0.01%	797
2020 Q1	$3.03K	Buy	+28	New	+$4.03K	﹤0.01%	719
2019 Q4	–	Sell	-50	Closed	-$7.22K	–	1367
2019 Q3	$7.22K	Buy	+50	New	+$7.3K	﹤0.01%	902

Other funds holding LH

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

BlackRock New York $6.73T AUM 46.02% 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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Evoke Wealth's LH Position: Q2 2024 in Review

Evoke Wealth sold out of Labcorp (LH) in Q2 2024, closing a stake of 8,804 shares — an estimated $1.92M sold.

Evoke Wealth first reported a position in LH in Q3 2019 and held it in 17 quarters. The position peaked at $5.44M in Q3 2023. 854 funds tracked by Wall St. Rank hold LH as of Q2 2024.

Evoke Wealth reported no remaining Labcorp position as of Q2 2024 after selling out during the quarter.
Evoke Wealth sold 8,804 Labcorp shares in Q2 2024, an estimated $1.92M.
Evoke Wealth first reported a position in Labcorp in Q3 2019 and held it in 17 quarters.
Evoke Wealth's Labcorp position peaked at $5.44M in Q3 2023.
854 funds tracked by Wall St. Rank held Labcorp as of Q2 2024.

Based on Evoke Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.