Legacy Trust’s Labcorp LH Stock Holding History

Legacy Trust’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	-1,471	Closed	-$305K	–	162
2023 Q2	$305K	Buy	1,471 +10	+0.7%	+$1.94K	0.08%	130
2023 Q1	$288K	Hold	1,461	–	–	0.09%	132
2022 Q4	$296K	Buy	+1,461	New	+$286K	0.09%	126

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

Legacy Trust's LH Position: Q3 2023 in Review

Legacy Trust sold out of Labcorp (LH) in Q3 2023, closing a stake of 1,471 shares — an estimated $305K sold.

Legacy Trust first reported a position in LH in Q4 2022 and held it in 3 quarters. The position peaked at $305K in Q2 2023. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

Legacy Trust reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
Legacy Trust sold 1,471 Labcorp shares in Q3 2023, an estimated $305K.
Legacy Trust first reported a position in Labcorp in Q4 2022 and held it in 3 quarters.
Legacy Trust's Labcorp position peaked at $305K in Q2 2023.
881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Legacy Trust's 13F filing for Q3 2023, filed 16 Oct 2023.