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Lee Financial Group Hawaii’s Labcorp LH Stock Holding History

Lee Financial Group Hawaii’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
Q2 		– Sell
-1,420
Closed -$280K – 33
2023
Q1 		$280K Sell
1,420
-391
-22% -$80.5K 0.29% 21
2022
Q4 		$366K Sell
1,811
-369
-17% -$72.1K 0.36% 20
2022
Q3 		$384K Sell
2,180
-213
-9% -$43.6K 0.31% 23
2022
Q2 		$482K Sell
2,393
-30
-1% -$6.39K 0.47% 20
2022
Q1 		$549K Sell
2,423
-94
-4% -$22.1K 0.37% 25
2021
Q4 		$679K Hold
2,517
– – 0.49% 19
2021
Q3 		$608K Hold
2,517
– – 0.45% 20
2021
Q2 		$596K Sell
2,517
-1
-0% -$228 0.43% 20
2021
Q1 		$552K Sell
2,518
-1,312
-34% -$263K 0.45% 18
2020
Q4 		$670K Sell
3,830
-23,366
-86% -$4.04M 0.56% 28
2020
Q3 		$4.4M Buy
27,196
+209
+0.8% +$33.1K 3.65% 8
2020
Q2 		$3.85M Buy
26,987
+7,079
+36% +$979K 3.31% 11
2020
Q1 		$2.16M Buy
19,908
+106
+0.5% +$15.3K 2.48% 14
2019
Q4 		$2.88M Sell
19,802
-148
-0.7% -$21.4K 2.27% 18
2019
Q3 		$2.88M Sell
19,950
-346
-2% -$50.5K 2.57% 15
2019
Q2 		$3.02M Sell
20,296
-215
-1% -$30K 2.58% 18
2019
Q1 		$2.7M Buy
20,511
+1,001
+5% +$123K 2.51% 12
2018
Q4 		$2.12M Buy
19,510
+126
+0.7% +$16.9K 2.27% 14
2018
Q3 		$2.89M Buy
19,384
+658
+4% +$100K 2.57% 15
2018
Q2 		$2.89M Buy
18,726
+494
+3% +$74.6K 2.67% 14
2018
Q1 		$2.53M Sell
18,232
-205
-1% -$30.1K 2.44% 16
2017
Q4 		$2.53M Buy
+18,437
New +$2.44M 2.35% 17

Other funds holding LH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lee Financial Group Hawaii's LH Position: Q2 2023 in Review

Lee Financial Group Hawaii sold out of Labcorp (LH) in Q2 2023, closing a stake of 1,420 shares — an estimated $280K sold.

Lee Financial Group Hawaii first reported a position in LH in Q4 2017 and held it in 22 quarters. The position peaked at $4.4M in Q3 2020. 931 funds tracked by Wall St. Rank hold LH as of Q2 2023.

  • Lee Financial Group Hawaii reported no remaining Labcorp position as of Q2 2023 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 1,420 Labcorp shares in Q2 2023, an estimated $280K.
  • Lee Financial Group Hawaii first reported a position in Labcorp in Q4 2017 and held it in 22 quarters.
  • Lee Financial Group Hawaii's Labcorp position peaked at $4.4M in Q3 2020.
  • 931 funds tracked by Wall St. Rank held Labcorp as of Q2 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2023, filed 2 Aug 2023.