Polaris Wealth Advisory Group’s Labcorp LH Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-26,583	Closed	-$3.97M	–	313
2018 Q3	$3.97M	Buy	+26,583	New	+$4.04M	0.27%	73
2015 Q3	–	Sell	-5,093	Closed	-$530K	–	79
2015 Q2	$530K	Buy	5,093 +234	+5%	+$24.4K	0.11%	56
2015 Q1	$526K	Buy	+4,859	New	+$500K	0.1%	68

Other funds holding LH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's LH Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Labcorp (LH) in Q4 2018, closing a stake of 26,583 shares — an estimated $3.97M sold.

Polaris Wealth Advisory Group first reported a position in LH in Q1 2015 and held it in 3 quarters. The position peaked at $3.97M in Q3 2018. 742 funds tracked by Wall St. Rank hold LH as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Labcorp position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 26,583 Labcorp shares in Q4 2018, an estimated $3.97M.
Polaris Wealth Advisory Group first reported a position in Labcorp in Q1 2015 and held it in 3 quarters.
Polaris Wealth Advisory Group's Labcorp position peaked at $3.97M in Q3 2018.
742 funds tracked by Wall St. Rank held Labcorp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.