PCS
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Personal CFO Solutions’s Labcorp LH Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-2,420
Closed -$426K – 479
2022
Q3 		$426K Buy
2,420
+148
+7% +$30.3K 0.11% 178
2022
Q2 		$457K Sell
2,272
-113
-5% -$24.1K 0.11% 169
2022
Q1 		$540K Buy
2,385
+24
+1% +$5.64K 0.11% 181
2021
Q4 		$637K Buy
+2,361
New +$584K 0.12% 164

Other funds holding LH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's LH Position: Q4 2022 in Review

Personal CFO Solutions sold out of Labcorp (LH) in Q4 2022, closing a stake of 2,420 shares — an estimated $426K sold.

Personal CFO Solutions first reported a position in LH in Q4 2021 and held it in 4 quarters. The position peaked at $637K in Q4 2021. 970 funds tracked by Wall St. Rank hold LH as of Q4 2022.

  • Personal CFO Solutions reported no remaining Labcorp position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 2,420 Labcorp shares in Q4 2022, an estimated $426K.
  • Personal CFO Solutions first reported a position in Labcorp in Q4 2021 and held it in 4 quarters.
  • Personal CFO Solutions's Labcorp position peaked at $637K in Q4 2021.
  • 970 funds tracked by Wall St. Rank held Labcorp as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.