LWM Advisory Services’s Labcorp LH Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-45	Closed	-$9.05K	–	127
2023 Q3	$9.05K	Buy	+45	New	+$9.49K	0.01%	132

Other funds holding LH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

LWM Advisory Services's LH Position: Q4 2023 in Review

LWM Advisory Services sold out of Labcorp (LH) in Q4 2023, closing a stake of 45 shares — an estimated $9.05K sold.

LWM Advisory Services first reported a position in LH in Q3 2023 and held it in 1 quarter. The position peaked at $9.05K in Q3 2023. 957 funds tracked by Wall St. Rank hold LH as of Q4 2023.

LWM Advisory Services reported no remaining Labcorp position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 45 Labcorp shares in Q4 2023, an estimated $9.05K.
LWM Advisory Services first reported a position in Labcorp in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Labcorp position peaked at $9.05K in Q3 2023.
957 funds tracked by Wall St. Rank held Labcorp as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.