Litman Gregory Wealth Management’s Labcorp LH Stock Holding History

Litman Gregory 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
2023 Q2	–	Sell	-1,264	Closed	-$249K	–	98
2023 Q1	$249K	Buy	+1,264	New	+$260K	0.09%	32
2019 Q4	–	Sell	-8	Closed	-$1K	–	241
2019 Q3	$1K	Sell	8 -8	-50%	-$1.17K	﹤0.01%	211
2019 Q2	$2K	Buy	+16	New	+$2.23K	﹤0.01%	221

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Norges Bank Oslo, Norway $935B AUM

Litman Gregory Wealth Management's LH Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Labcorp (LH) in Q2 2023, closing a stake of 1,264 shares — an estimated $249K sold.

Litman Gregory Wealth Management first reported a position in LH in Q2 2019 and held it in 3 quarters. The position peaked at $249K in Q1 2023. 932 funds tracked by Wall St. Rank hold LH as of Q2 2023.

Litman Gregory Wealth Management reported no remaining Labcorp position as of Q2 2023 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,264 Labcorp shares in Q2 2023, an estimated $249K.
Litman Gregory Wealth Management first reported a position in Labcorp in Q2 2019 and held it in 3 quarters.
Litman Gregory Wealth Management's Labcorp position peaked at $249K in Q1 2023.
932 funds tracked by Wall St. Rank held Labcorp as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.