PFG Private Wealth Management’s Labcorp LH Stock Holding History

PFG Private 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 Q4	–	Sell	-6	Closed	-$1.21K	–	270
2023 Q3	$1.21K	Sell	6 -1	-14%	-$211	﹤0.01%	250
2023 Q2	$1.45K	Hold	7	–	–	﹤0.01%	257
2023 Q1	$1.38K	Hold	7	–	–	﹤0.01%	259
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	320
2022 Q3	$1K	Sell	7 -1,114	-99%	-$228K	﹤0.01%	323
2022 Q2	$226K	Sell	1,121 -10	-0.9%	-$2.13K	0.13%	55
2022 Q1	$256K	Buy	1,131 +1,109	+5,041%	+$261K	0.13%	59
2021 Q4	$6K	Hold	22	–	–	﹤0.01%	221
2021 Q3	$5K	Buy	+22	New	+$5.54K	﹤0.01%	209

Other funds holding LH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

PFG Private Wealth Management's LH Position: Q4 2023 in Review

PFG Private Wealth Management sold out of Labcorp (LH) in Q4 2023, closing a stake of 6 shares — an estimated $1.21K sold.

PFG Private Wealth Management first reported a position in LH in Q3 2021 and held it in 9 quarters. The position peaked at $256K in Q1 2022. 957 funds tracked by Wall St. Rank hold LH as of Q4 2023.

PFG Private Wealth Management reported no remaining Labcorp position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 6 Labcorp shares in Q4 2023, an estimated $1.21K.
PFG Private Wealth Management first reported a position in Labcorp in Q3 2021 and held it in 9 quarters.
PFG Private Wealth Management's Labcorp position peaked at $256K in Q1 2022.
957 funds tracked by Wall St. Rank held Labcorp as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.