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Precision Wealth Strategies’s Labcorp LH Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-1,141
Closed -$237K – 98
2023
Q2 		$237K Sell
1,141
-192
-14% -$37.2K 0.39% 52
2023
Q1 		$263K Sell
1,333
-995
-43% -$205K 0.41% 50
2022
Q4 		$471K Sell
2,328
-40
-2% -$7.82K 0.49% 44
2022
Q3 		$437K Sell
2,368
-55
-2% -$11.3K 0.39% 53
2022
Q2 		$500K Buy
2,423
+165
+7% +$35.2K 0.39% 49
2022
Q1 		$512K Sell
2,258
-356
-14% -$83.7K 0.3% 66
2021
Q4 		$706K Buy
2,614
+989
+61% +$245K 0.51% 51
2021
Q3 		$393K Buy
+1,625
New +$410K 0.3% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Precision Wealth Strategies's LH Position: Q3 2023 in Review

Precision Wealth Strategies sold out of Labcorp (LH) in Q3 2023, closing a stake of 1,141 shares — an estimated $237K sold.

Precision Wealth Strategies first reported a position in LH in Q3 2021 and held it in 8 quarters. The position peaked at $706K in Q4 2021. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

  • Precision Wealth Strategies reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,141 Labcorp shares in Q3 2023, an estimated $237K.
  • Precision Wealth Strategies first reported a position in Labcorp in Q3 2021 and held it in 8 quarters.
  • Precision Wealth Strategies's Labcorp position peaked at $706K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.