Planned Solutions’s Labcorp LH Stock Holding History

Planned 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
2024 Q4	–	Sell	-162	Closed	-$36.2K	–	406
2024 Q3	$36.2K	Buy	+162	New	+$35.6K	0.01%	338
2024 Q1	–	Sell	-336	Closed	-$76.4K	–	345
2023 Q4	$76.4K	Buy	+336	New	+$70.6K	0.04%	222

Other funds holding LH

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Planned Solutions's LH Position: Q4 2024 in Review

Planned Solutions sold out of Labcorp (LH) in Q4 2024, closing a stake of 162 shares — an estimated $36.2K sold.

Planned Solutions first reported a position in LH in Q4 2023 and held it in 2 quarters. The position peaked at $76.4K in Q4 2023. 926 funds tracked by Wall St. Rank hold LH as of Q4 2024.

Planned Solutions reported no remaining Labcorp position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 162 Labcorp shares in Q4 2024, an estimated $36.2K.
Planned Solutions first reported a position in Labcorp in Q4 2023 and held it in 2 quarters.
Planned Solutions's Labcorp position peaked at $76.4K in Q4 2023.
926 funds tracked by Wall St. Rank held Labcorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.