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Legacy Wealth Partners (California)’s Labcorp LH Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q2 		– Sell
-4,254
Closed -$462K – 106
2020
Q1 		$462K Sell
4,254
-772
-15% -$111K 0.43% 47
2019
Q4 		$796K Buy
+5,026
New +$726K 0.58% 35

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Legacy Wealth Partners (California)'s LH Position: Q2 2020 in Review

Legacy Wealth Partners (California) sold out of Labcorp (LH) in Q2 2020, closing a stake of 4,254 shares — an estimated $462K sold.

Legacy Wealth Partners (California) first reported a position in LH in Q4 2019 and held it in 2 quarters. The position peaked at $796K in Q4 2019. 798 funds tracked by Wall St. Rank hold LH as of Q2 2020.

  • Legacy Wealth Partners (California) reported no remaining Labcorp position as of Q2 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 4,254 Labcorp shares in Q2 2020, an estimated $462K.
  • Legacy Wealth Partners (California) first reported a position in Labcorp in Q4 2019 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Labcorp position peaked at $796K in Q4 2019.
  • 798 funds tracked by Wall St. Rank held Labcorp as of Q2 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2020, filed 5 Aug 2020.