Kaizen Advisory’s Labcorp LH Stock Holding History

Kaizen Advisory’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 Q4	$628K	Sell	5,779 -1,041	-15%	-$139K	0.44%	85
2018 Q3	$1.02M	Buy	6,820 +6,531	+2,260%	+$993K	0.53%	57
2018 Q2	$45K	Buy	289 +176	+156%	+$26.6K	0.02%	349
2018 Q1	$16K	Hold	113	–	–	0.02%	375
2017 Q4	$15K	Buy	+113	New	+$14.9K	0.01%	381

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's LH Position: Q4 2018 in Review

Kaizen Advisory reduced its Labcorp (LH) stake by 15% in Q4 2018, selling an estimated $139K and leaving 5,779 shares worth $628K. The position accounts for 0.44% of the portfolio, ranked #85.

Kaizen Advisory first reported a position in LH in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2018. 742 funds tracked by Wall St. Rank hold LH as of Q4 2018.

Kaizen Advisory held 5,779 shares of Labcorp worth $628K as of Q4 2018.
Kaizen Advisory sold 1,041 Labcorp shares in Q4 2018, an estimated $139K.
Labcorp made up 0.44% of Kaizen Advisory's portfolio in Q4 2018, its #85 holding.
Kaizen Advisory first reported a position in Labcorp in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Labcorp position peaked at $1.02M in Q3 2018.
742 funds tracked by Wall St. Rank held Labcorp as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.