MLFP
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MPS Loria Financial Planners’s Labcorp LH Stock Holding History

MPS Loria Financial Planners’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
-12
Closed -$2K – 369
2021
Q1 		$2K Sell
12
-14
-54% -$2.81K ﹤0.01% 444
2020
Q4 		$5K Buy
+26
New +$4.49K ﹤0.01% 369

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

MPS Loria Financial Planners's LH Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Labcorp (LH) in Q2 2021, closing a stake of 12 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in LH in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 948 funds tracked by Wall St. Rank hold LH as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Labcorp position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 12 Labcorp shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Labcorp in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Labcorp position peaked at $5K in Q4 2020.
  • 948 funds tracked by Wall St. Rank held Labcorp as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.