RMR Wealth Builders’s Labcorp LH Stock Holding History

RMR Wealth Builders’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	–	Sell	-1,076	Closed	-$235K	–	256
2024 Q1	$235K	Hold	1,076	–	–	0.03%	234
2023 Q4	$245K	Hold	1,076	–	–	0.03%	210
2023 Q3	$216K	Sell	1,076 -176	-14%	-$37.1K	0.03%	215
2023 Q2	$260K	Buy	1,252 +58	+5%	+$11.3K	0.04%	175
2023 Q1	$235K	Hold	1,194	–	–	0.04%	186
2022 Q4	$242K	Hold	1,194	–	–	0.05%	165
2022 Q3	$210K	Buy	+1,194	New	+$244K	0.05%	181
2022 Q2	–	Sell	-1,001	Closed	-$227K	–	204
2022 Q1	$227K	Buy	+1,001	New	+$235K	0.05%	186
2021 Q4	–	Sell	-1,173	Closed	-$284K	–	165
2021 Q3	$284K	Hold	1,173	–	–	0.08%	142
2021 Q2	$278K	Sell	1,173 -47	-4%	-$10.7K	0.09%	143
2021 Q1	$267K	Hold	1,220	–	–	0.07%	148
2020 Q4	$213K	Sell	1,220 -58	-5%	-$10K	0.1%	146
2020 Q3	$207K	Buy	1,278 +58	+5%	+$9.19K	0.05%	194
2020 Q2	$174K	Buy	+1,220	New	+$169K	0.16%	123
2019 Q4	$189K	Buy	+1,304	New	+$188K	0.18%	116

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