LIWM
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Long Island Wealth Management’s Labcorp LH Stock Holding History

Long Island 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
2024
Q1 		– Sell
-6
Closed -$1K – 253
2023
Q4 		$1K Buy
+6
New +$1.26K ﹤0.01% 393

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Long Island Wealth Management's LH Position: Q1 2024 in Review

Long Island Wealth Management sold out of Labcorp (LH) in Q1 2024, closing a stake of 6 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in LH in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 927 funds tracked by Wall St. Rank hold LH as of Q1 2024.

  • Long Island Wealth Management reported no remaining Labcorp position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 6 Labcorp shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Labcorp in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Labcorp position peaked at $1K in Q4 2023.
  • 927 funds tracked by Wall St. Rank held Labcorp as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.