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Resurgent Financial Advisors’s Labcorp LH Stock Holding History

Resurgent Financial Advisors’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
-602
Closed -$125K – 509
2023
Q2 		$125K Sell
602
-13
-2% -$2.52K 0.08% 207
2023
Q1 		$121K Sell
615
-9
-1% -$1.85K 0.08% 207
2022
Q4 		$126K Buy
+624
New +$122K 0.07% 270

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

Resurgent Financial Advisors's LH Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Labcorp (LH) in Q3 2023, closing a stake of 602 shares — an estimated $125K sold.

Resurgent Financial Advisors first reported a position in LH in Q4 2022 and held it in 3 quarters. The position peaked at $126K in Q4 2022. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 602 Labcorp shares in Q3 2023, an estimated $125K.
  • Resurgent Financial Advisors first reported a position in Labcorp in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Labcorp position peaked at $126K in Q4 2022.
  • 881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.