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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RMR Wealth Builders's LH Position: Q2 2024 in Review

RMR Wealth Builders sold out of Labcorp (LH) in Q2 2024, closing a stake of 1,076 shares — an estimated $235K sold.

RMR Wealth Builders first reported a position in LH in Q4 2019 and held it in 15 quarters. The position peaked at $284K in Q3 2021. 854 funds tracked by Wall St. Rank hold LH as of Q2 2024.

RMR Wealth Builders reported no remaining Labcorp position as of Q2 2024 after selling out during the quarter.
RMR Wealth Builders sold 1,076 Labcorp shares in Q2 2024, an estimated $235K.
RMR Wealth Builders first reported a position in Labcorp in Q4 2019 and held it in 15 quarters.
RMR Wealth Builders's Labcorp position peaked at $284K in Q3 2021.
854 funds tracked by Wall St. Rank held Labcorp as of Q2 2024.

Based on RMR Wealth Builders's 13F filing for Q2 2024, filed 23 Jul 2024.