Harvest Group Wealth Management’s Labcorp LH Stock Holding History

Harvest Group 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	-137	Closed	-$24K	–	397
2020 Q4	$24K	Hold	137	–	–	0.01%	158
2020 Q3	$22K	Hold	137	–	–	0.02%	162
2020 Q2	$19K	Hold	137	–	–	0.02%	163
2020 Q1	$14K	Hold	137	–	–	0.01%	171
2019 Q4	$19K	Hold	137	–	–	0.02%	164
2019 Q3	$20K	Hold	137	–	–	0.02%	160
2019 Q2	$20K	Hold	137	–	–	0.03%	151
2019 Q1	$18K	Buy	+137	New	+$16.9K	0.02%	172

Other funds holding LH

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

BlackRock New York $5.72T AUM 30.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Harvest Group Wealth Management's LH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Labcorp (LH) in Q1 2021, closing a stake of 137 shares — an estimated $24K sold.

Harvest Group Wealth Management first reported a position in LH in Q1 2019 and held it in 8 quarters. The position peaked at $24K in Q4 2020. 920 funds tracked by Wall St. Rank hold LH as of Q1 2021.

Harvest Group Wealth Management reported no remaining Labcorp position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 137 Labcorp shares in Q1 2021, an estimated $24K.
Harvest Group Wealth Management first reported a position in Labcorp in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Labcorp position peaked at $24K in Q4 2020.
920 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.