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Rikoon Group’s Labcorp LH Stock Holding History

Rikoon 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
2021
Q1 		$941K Buy
4,293
+763
+22% +$153K 0.25% 93
2020
Q4 		$617K Buy
3,530
+873
+33% +$151K 0.17% 120
2020
Q3 		$430K Hold
2,657
– – 0.13% 134
2020
Q2 		$379K Hold
2,657
– – 0.13% 140
2020
Q1 		$289K Buy
2,657
+1,207
+83% +$174K 0.12% 143
2019
Q4 		$211K Hold
1,450
– – 0.07% 195
2019
Q3 		$209K Hold
1,450
– – 0.08% 195
2019
Q2 		$215K Buy
+1,450
New +$202K 0.08% 193

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rikoon Group's LH Position: Q1 2021 in Review

Rikoon Group increased its Labcorp (LH) stake by 22% in Q1 2021, buying an estimated $153K and bringing the position to 4,293 shares worth $941K. The position accounts for 0.25% of the portfolio, ranked #93.

Rikoon Group first reported a position in LH in Q2 2019 and has held it in 8 quarters since. 921 funds tracked by Wall St. Rank hold LH as of Q1 2021.

  • Rikoon Group held 4,293 shares of Labcorp worth $941K as of Q1 2021.
  • Rikoon Group bought 763 Labcorp shares in Q1 2021, an estimated $153K.
  • Labcorp made up 0.25% of Rikoon Group's portfolio in Q1 2021, its #93 holding.
  • Rikoon Group first reported a position in Labcorp in Q2 2019 and has held it in 8 quarters since.
  • 921 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.