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Fortem Financial Group’s Labcorp LH Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-4,370
Closed -$884K – 158
2022
Q4 		$884K Sell
4,370
-450
-9% -$87.9K 0.52% 65
2022
Q3 		$848K Sell
4,820
-286
-6% -$58.6K 0.59% 62
2022
Q2 		$1.03M Buy
+5,106
New +$1.09M 0.67% 47
2021
Q1 		– Sell
-23
Closed -$4K – 317
2020
Q4 		$4K Buy
+23
New +$3.97K ﹤0.01% 420

Other funds holding LH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fortem Financial Group's LH Position: Q1 2023 in Review

Fortem Financial Group sold out of Labcorp (LH) in Q1 2023, closing a stake of 4,370 shares — an estimated $884K sold.

Fortem Financial Group first reported a position in LH in Q4 2020 and held it in 4 quarters. The position peaked at $1.03M in Q2 2022. 940 funds tracked by Wall St. Rank hold LH as of Q1 2023.

  • Fortem Financial Group reported no remaining Labcorp position as of Q1 2023 after selling out during the quarter.
  • Fortem Financial Group sold 4,370 Labcorp shares in Q1 2023, an estimated $884K.
  • Fortem Financial Group first reported a position in Labcorp in Q4 2020 and held it in 4 quarters.
  • Fortem Financial Group's Labcorp position peaked at $1.03M in Q2 2022.
  • 940 funds tracked by Wall St. Rank held Labcorp as of Q1 2023.

Based on Fortem Financial Group's 13F filing for Q1 2023, filed 21 Apr 2023.