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Marks Group Wealth Management’s Labcorp LH Stock Holding History

Marks Group 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
Q2 		– Sell
-27,512
Closed -$6.03M – 276
2021
Q1 		$6.03M Sell
27,512
-2,419
-8% -$485K 0.89% 24
2020
Q4 		$5.23M Sell
29,931
-839
-3% -$145K 0.82% 44
2020
Q3 		$4.98M Buy
30,770
+2,176
+8% +$345K 0.9% 24
2020
Q2 		$4.04M Sell
28,594
-5,219
-15% -$722K 0.82% 54
2020
Q1 		$3.68M Buy
33,813
+2,899
+9% +$418K 0.95% 34
2019
Q4 		$4.49M Buy
+30,914
New +$4.46M 0.88% 44

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
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marks Group Wealth Management's LH Position: Q2 2021 in Review

Marks Group Wealth Management sold out of Labcorp (LH) in Q2 2021, closing a stake of 27,512 shares — an estimated $6.03M sold.

Marks Group Wealth Management first reported a position in LH in Q4 2019 and held it in 6 quarters. The position peaked at $6.03M in Q1 2021. 948 funds tracked by Wall St. Rank hold LH as of Q2 2021.

  • Marks Group Wealth Management reported no remaining Labcorp position as of Q2 2021 after selling out during the quarter.
  • Marks Group Wealth Management sold 27,512 Labcorp shares in Q2 2021, an estimated $6.03M.
  • Marks Group Wealth Management first reported a position in Labcorp in Q4 2019 and held it in 6 quarters.
  • Marks Group Wealth Management's Labcorp position peaked at $6.03M in Q1 2021.
  • 948 funds tracked by Wall St. Rank held Labcorp as of Q2 2021.

Based on Marks Group Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.