HFP
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Holistic Financial Partners’s Labcorp LH Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-133
Closed -$18K – 220
2018
Q1 		$18K Buy
133
+19
+17% +$2.79K 0.02% 280
2017
Q4 		$16K Buy
+114
New +$15.1K 0.01% 302

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Financial Partners's LH Position: Q2 2018 in Review

Holistic Financial Partners sold out of Labcorp (LH) in Q2 2018, closing a stake of 133 shares — an estimated $18K sold.

Holistic Financial Partners first reported a position in LH in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 786 funds tracked by Wall St. Rank hold LH as of Q2 2018.

  • Holistic Financial Partners reported no remaining Labcorp position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 133 Labcorp shares in Q2 2018, an estimated $18K.
  • Holistic Financial Partners first reported a position in Labcorp in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Labcorp position peaked at $18K in Q1 2018.
  • 786 funds tracked by Wall St. Rank held Labcorp as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.