Private Ocean’s Labcorp LH Stock Holding History

Private Ocean’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 Q2	$25.4K	Hold	125	–	–	﹤0.01%	319
2024 Q1	$27.3K	Hold	125	–	–	﹤0.01%	293
2023 Q4	$28.4K	Hold	125	–	–	﹤0.01%	290
2023 Q3	$25.1K	Sell	125 -21	-14%	-$4.43K	﹤0.01%	291
2023 Q2	$30.2K	Hold	146	–	–	﹤0.01%	308
2023 Q1	$28.7K	Sell	146 -13	-8%	-$2.67K	﹤0.01%	289
2022 Q4	$32.3K	Buy	159 +13	+9%	+$2.54K	﹤0.01%	270
2022 Q3	$25K	Hold	146	–	–	﹤0.01%	283
2022 Q2	$29K	Hold	146	–	–	﹤0.01%	264
2022 Q1	$33K	Hold	146	–	–	﹤0.01%	292
2021 Q4	$39K	Hold	146	–	–	﹤0.01%	297
2021 Q3	$35K	Hold	146	–	–	﹤0.01%	302
2021 Q2	$34K	Hold	146	–	–	﹤0.01%	298
2021 Q1	$32K	Hold	146	–	–	0.01%	318
2020 Q4	$25K	Hold	146	–	–	0.01%	300
2020 Q3	$24K	Hold	146	–	–	0.01%	293
2020 Q2	$20K	Hold	146	–	–	﹤0.01%	298
2020 Q1	$15K	Sell	146 -247	-63%	-$35.6K	﹤0.01%	351
2019 Q4	$58K	Buy	393 +145	+58%	+$20.9K	0.01%	219
2019 Q3	$36K	Hold	248	–	–	0.01%	267
2019 Q2	$36K	Buy	248 +87	+54%	+$12.1K	0.01%	242
2019 Q1	$21K	Buy	+161	New	+$19.8K	0.01%	269

Other funds holding LH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

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