EWA
LH icon

Evolution Wealth Advisors’s Labcorp LH Stock Holding History

Evolution Wealth 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
2020
Q1 		– Sell
-34
Closed -$5K – 509
2019
Q4 		$5K Sell
34
-9
-21% -$1.3K ﹤0.01% 402
2019
Q3 		$6K Hold
43
– – ﹤0.01% 253
2019
Q2 		$6K Sell
43
-225
-84% -$31.4K ﹤0.01% 243
2019
Q1 		$35K Hold
268
– – 0.02% 87
2018
Q4 		$29K Buy
+268
New +$35.9K 0.01% 110

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Wealth Advisors's LH Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Labcorp (LH) in Q1 2020, closing a stake of 34 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in LH in Q4 2018 and held it in 5 quarters. The position peaked at $35K in Q1 2019. 760 funds tracked by Wall St. Rank hold LH as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Labcorp position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 34 Labcorp shares in Q1 2020, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Labcorp in Q4 2018 and held it in 5 quarters.
  • Evolution Wealth Advisors's Labcorp position peaked at $35K in Q1 2019.
  • 760 funds tracked by Wall St. Rank held Labcorp as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.