PWM
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PRW Wealth Management’s Labcorp LH Stock Holding History

PRW 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
2021
Q3 		– Sell
-1,382
Closed -$327K – 202
2021
Q2 		$327K Buy
+1,382
New +$315K 0.1% 198
2019
Q2 		– Sell
-37
Closed -$4K – 390
2019
Q1 		$4K Buy
37
+9
+32% +$1.11K ﹤0.01% 423
2018
Q4 		$3K Buy
+28
New +$3.75K ﹤0.01% 462

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PRW Wealth Management's LH Position: Q3 2021 in Review

PRW Wealth Management sold out of Labcorp (LH) in Q3 2021, closing a stake of 1,382 shares — an estimated $327K sold.

PRW Wealth Management first reported a position in LH in Q4 2018 and held it in 3 quarters. The position peaked at $327K in Q2 2021. 992 funds tracked by Wall St. Rank hold LH as of Q3 2021.

  • PRW Wealth Management reported no remaining Labcorp position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 1,382 Labcorp shares in Q3 2021, an estimated $327K.
  • PRW Wealth Management first reported a position in Labcorp in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Labcorp position peaked at $327K in Q2 2021.
  • 992 funds tracked by Wall St. Rank held Labcorp as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.