NFG
LH icon

Next Financial Group’s Labcorp LH Stock Holding History

Next Financial Group’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
Q4 		$1.11M Buy
4,097
+95
+2% +$23.5K 0.07% 301
2021
Q3 		$967K Buy
4,002
+3,655
+1,053% +$921K 0.08% 287
2021
Q2 		$82K Buy
347
+146
+73% +$33.3K 0.01% 1204
2021
Q1 		$45K Sell
201
-63
-24% -$12.6K ﹤0.01% 1319
2020
Q4 		$46K Buy
264
+148
+128% +$25.6K ﹤0.01% 1222
2020
Q3 		$19K Buy
+116
New +$18.4K ﹤0.01% 1427
2020
Q2 		– Sell
-158
Closed -$17K – 1317
2020
Q1 		$17K Buy
158
+61
+63% +$8.79K ﹤0.01% 1339
2019
Q4 		$14K Buy
97
+7
+8% +$1.01K ﹤0.01% 1645
2019
Q3 		$13K Sell
90
-73
-45% -$10.7K ﹤0.01% 1609
2019
Q2 		$24K Sell
163
-20
-11% -$2.79K ﹤0.01% 1398
2019
Q1 		$24K Buy
+183
New +$22.5K 0.01% 919
2018
Q4 		– Sell
-116
Closed -$17K – 2028
2018
Q3 		$17K Buy
+116
New +$17.6K 0.01% 839
2017
Q4 		– Sell
-126
Closed -$16K – 901
2017
Q3 		$16K Buy
126
+117
+1,300% +$15.6K ﹤0.01% 1042
2017
Q2 		$1K Sell
9
-350
-97% -$42.9K ﹤0.01% 1836
2017
Q1 		$43K Sell
359
-116
-24% -$13.7K 0.01% 777
2016
Q4 		$52K Hold
475
– – 0.01% 945
2016
Q3 		$56K Buy
475
+116
+32% +$13.7K 0.01% 900
2016
Q2 		$40K Hold
359
– – 0.01% 719
2016
Q1 		$36K Hold
359
– – 0.01% 729
2015
Q4 		$38K Buy
359
+350
+3,889% +$36.1K 0.01% 707
2015
Q3 		$0 Hold
9
– – ﹤0.01% 1891
2015
Q2 		$0 Hold
9
– – ﹤0.01% 1901
2015
Q1 		$1K Hold
9
– – ﹤0.01% 1778
2014
Q4 		$1K Sell
9
-70
-89% -$6.18K ﹤0.01% 1814
2014
Q3 		$7K Buy
+79
New +$7.14K ﹤0.01% 1932

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's LH Position: Q4 2021 in Review

Next Financial Group increased its Labcorp (LH) stake by 2.4% in Q4 2021, buying an estimated $23.5K and bringing the position to 4,097 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #301.

Next Financial Group first reported a position in LH in Q3 2014 and has held it in 25 quarters since. 1,061 funds tracked by Wall St. Rank hold LH as of Q4 2021.

  • Next Financial Group held 4,097 shares of Labcorp worth $1.11M as of Q4 2021.
  • Next Financial Group bought 95 Labcorp shares in Q4 2021, an estimated $23.5K.
  • Labcorp made up 0.07% of Next Financial Group's portfolio in Q4 2021, its #301 holding.
  • Next Financial Group first reported a position in Labcorp in Q3 2014 and has held it in 25 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Labcorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.