Fiduciary Alliance’s Labcorp LH Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-20	Closed	-$4.1K	–	607
2023 Q2	$4.1K	Buy	+20	New	+$3.88K	﹤0.01%	717
2023 Q1	–	Sell	-27	Closed	-$5.42K	–	538
2022 Q4	$5.42K	Buy	+27	New	+$5.28K	﹤0.01%	508

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

Fiduciary Alliance's LH Position: Q3 2023 in Review

Fiduciary Alliance sold out of Labcorp (LH) in Q3 2023, closing a stake of 20 shares — an estimated $4.1K sold.

Fiduciary Alliance first reported a position in LH in Q4 2022 and held it in 2 quarters. The position peaked at $5.42K in Q4 2022. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

Fiduciary Alliance reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 20 Labcorp shares in Q3 2023, an estimated $4.1K.
Fiduciary Alliance first reported a position in Labcorp in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Labcorp position peaked at $5.42K in Q4 2022.
881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.