Hotaling Investment Management’s Labcorp LH Stock Holding History

Hotaling Investment 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
2022 Q4	$1.49M	Sell	7,353 -3	-0%	-$586	0.67%	51
2022 Q3	$1.29M	Sell	7,356 -46	-0.6%	-$9.42K	0.62%	54
2022 Q2	$1.49M	Buy	7,402 +282	+4%	+$60.1K	0.65%	53
2022 Q1	$1.61M	Buy	7,120 +106	+2%	+$24.9K	0.62%	52
2021 Q4	$1.89M	Buy	7,014 +39	+0.6%	+$9.65K	0.66%	54
2021 Q3	$1.69M	Sell	6,975 -4	-0.1%	-$1.01K	0.7%	51
2021 Q2	$1.65M	Buy	6,979 +1,393	+25%	+$317K	0.67%	54
2021 Q1	$1.22M	Buy	5,586 +67	+1%	+$13.4K	0.55%	60
2020 Q4	$965K	Buy	+5,519	New	+$953K	0.45%	65

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Hotaling Investment Management's LH Position: Q4 2022 in Review

Hotaling Investment Management reduced its Labcorp (LH) stake by 0.04% in Q4 2022, selling an estimated $586 and leaving 7,353 shares worth $1.49M. The position accounts for 0.67% of the portfolio, ranked #51.

Hotaling Investment Management first reported a position in LH in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.89M in Q4 2021. 970 funds tracked by Wall St. Rank hold LH as of Q4 2022.

Hotaling Investment Management held 7,353 shares of Labcorp worth $1.49M as of Q4 2022.
Hotaling Investment Management sold 3 Labcorp shares in Q4 2022, an estimated $586.
Labcorp made up 0.67% of Hotaling Investment Management's portfolio in Q4 2022, its #51 holding.
Hotaling Investment Management first reported a position in Labcorp in Q4 2020 and has held it in 9 quarters since.
Hotaling Investment Management's Labcorp position peaked at $1.89M in Q4 2021.
970 funds tracked by Wall St. Rank held Labcorp as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.