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Focused Wealth Management’s Labcorp LH Stock Holding History

Focused 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
2021
Q1 		– Sell
-728
Closed -$127K – 961
2020
Q4 		$127K Buy
728
+30
+4% +$5.18K 0.02% 217
2020
Q3 		$113K Buy
698
+232
+50% +$36.8K 0.02% 230
2020
Q2 		$66K Buy
+466
New +$64.5K 0.02% 276

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focused Wealth Management's LH Position: Q1 2021 in Review

Focused Wealth Management sold out of Labcorp (LH) in Q1 2021, closing a stake of 728 shares — an estimated $127K sold.

Focused Wealth Management first reported a position in LH in Q2 2020 and held it in 3 quarters. The position peaked at $127K in Q4 2020. 920 funds tracked by Wall St. Rank hold LH as of Q1 2021.

  • Focused Wealth Management reported no remaining Labcorp position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 728 Labcorp shares in Q1 2021, an estimated $127K.
  • Focused Wealth Management first reported a position in Labcorp in Q2 2020 and held it in 3 quarters.
  • Focused Wealth Management's Labcorp position peaked at $127K in Q4 2020.
  • 920 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.