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Keystone Financial Services (Colorado)’s Labcorp LH Stock Holding History

Keystone Financial Services (Colorado)’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
Q3 		– Sell
-1,427
Closed -$296K – 78
2023
Q2 		$296K Sell
1,427
-52
-4% -$10.1K 0.15% 59
2023
Q1 		$292K Buy
1,479
+25
+2% +$5.14K 0.16% 59
2022
Q4 		$315K Sell
1,454
-55
-4% -$10.7K 0.17% 59
2022
Q3 		$280K Buy
1,509
+41
+3% +$8.39K 0.16% 65
2022
Q2 		$318K Buy
1,468
+39
+3% +$8.31K 0.17% 62
2022
Q1 		$295K Sell
1,429
-361
-20% -$84.9K 0.17% 60
2021
Q4 		$484K Buy
+1,790
New +$443K 0.25% 45

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keystone Financial Services (Colorado)'s LH Position: Q3 2023 in Review

Keystone Financial Services (Colorado) sold out of Labcorp (LH) in Q3 2023, closing a stake of 1,427 shares — an estimated $296K sold.

Keystone Financial Services (Colorado) first reported a position in LH in Q4 2021 and held it in 7 quarters. The position peaked at $484K in Q4 2021. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

  • Keystone Financial Services (Colorado) reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
  • Keystone Financial Services (Colorado) sold 1,427 Labcorp shares in Q3 2023, an estimated $296K.
  • Keystone Financial Services (Colorado) first reported a position in Labcorp in Q4 2021 and held it in 7 quarters.
  • Keystone Financial Services (Colorado)'s Labcorp position peaked at $484K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q3 2023, filed 8 Nov 2023.