Liberty Wealth Management’s Labcorp LH Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-43	Closed	-$10K	–	693
2021 Q3	$10K	Buy	43 +8	+23%	+$2.02K	﹤0.01%	819
2021 Q2	$8K	Hold	35	–	–	﹤0.01%	706
2021 Q1	$7K	Hold	35	–	–	﹤0.01%	658
2020 Q4	$7K	Buy	35 +9	+35%	+$1.55K	﹤0.01%	651
2020 Q3	$4K	Hold	26	–	–	﹤0.01%	659
2020 Q2	$4K	Hold	26	–	–	﹤0.01%	651
2020 Q1	$3K	Hold	26	–	–	﹤0.01%	678
2019 Q4	$4K	Hold	26	–	–	﹤0.01%	698
2019 Q3	$4K	Hold	26	–	–	﹤0.01%	673
2019 Q2	$4K	Hold	26	–	–	﹤0.01%	695
2019 Q1	$3K	Hold	26	–	–	﹤0.01%	594
2018 Q4	$2K	Buy	+26	New	+$3.48K	﹤0.01%	675

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Liberty Wealth Management's LH Position: Q4 2021 in Review

Liberty Wealth Management sold out of Labcorp (LH) in Q4 2021, closing a stake of 43 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in LH in Q4 2018 and held it in 12 quarters. The position peaked at $10K in Q3 2021. 1,061 funds tracked by Wall St. Rank hold LH as of Q4 2021.

Liberty Wealth Management reported no remaining Labcorp position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 43 Labcorp shares in Q4 2021, an estimated $10K.
Liberty Wealth Management first reported a position in Labcorp in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Labcorp position peaked at $10K in Q3 2021.
1,061 funds tracked by Wall St. Rank held Labcorp as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.