MinichMacGregor Wealth Management’s Labcorp LH Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-71	Closed	-$14.4K	–	388
2022 Q4	$14.4K	Buy	+71	New	+$13.9K	0.01%	371
2022 Q3	–	Sell	-8,588	Closed	-$1.73M	–	81
2022 Q2	$1.73M	Buy	8,588 +531	+7%	+$113K	0.71%	35
2022 Q1	$1.82M	Buy	8,057 +482	+6%	+$113K	0.58%	44
2021 Q4	$2.04M	Buy	7,575 +1,023	+16%	+$253K	0.62%	40
2021 Q3	$1.58M	Buy	6,552 +725	+12%	+$183K	0.53%	40
2021 Q2	$1.38M	Buy	+5,827	New	+$1.33M	0.48%	40

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MinichMacGregor Wealth Management's LH Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Labcorp (LH) in Q1 2023, closing a stake of 71 shares — an estimated $14.4K sold.

MinichMacGregor Wealth Management first reported a position in LH in Q2 2021 and held it in 6 quarters. The position peaked at $2.04M in Q4 2021. 940 funds tracked by Wall St. Rank hold LH as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Labcorp position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 71 Labcorp shares in Q1 2023, an estimated $14.4K.
MinichMacGregor Wealth Management first reported a position in Labcorp in Q2 2021 and held it in 6 quarters.
MinichMacGregor Wealth Management's Labcorp position peaked at $2.04M in Q4 2021.
940 funds tracked by Wall St. Rank held Labcorp as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.