Monterey Private Wealth’s Labcorp LH Stock Holding History

Monterey Private Wealth’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
2022 Q2	–	Sell	-893	Closed	-$206K	–	117
2022 Q1	$206K	Buy	+893	New	+$210K	0.1%	120

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Monterey Private Wealth's LH Position: Q2 2022 in Review

Monterey Private Wealth sold out of Labcorp (LH) in Q2 2022, closing a stake of 893 shares — an estimated $206K sold.

Monterey Private Wealth first reported a position in LH in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 966 funds tracked by Wall St. Rank hold LH as of Q2 2022.

Monterey Private Wealth reported no remaining Labcorp position as of Q2 2022 after selling out during the quarter.
Monterey Private Wealth sold 893 Labcorp shares in Q2 2022, an estimated $206K.
Monterey Private Wealth first reported a position in Labcorp in Q1 2022 and held it in 1 quarter.
Monterey Private Wealth's Labcorp position peaked at $206K in Q1 2022.
966 funds tracked by Wall St. Rank held Labcorp as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.