Security National Trust’s Labcorp LH Stock Holding History

Security National Trust’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
2019 Q1	–	Sell	-47	Closed	-$5K	–	379
2018 Q4	$5K	Hold	47	–	–	﹤0.01%	346
2018 Q3	$7K	Sell	47 -395	-89%	-$60.1K	﹤0.01%	352
2018 Q2	$68K	Hold	442	–	–	0.02%	244
2018 Q1	$61K	Buy	442 +395	+840%	+$58K	0.02%	246
2017 Q4	$6K	Hold	47	–	–	﹤0.01%	359
2017 Q3	$6K	Sell	47 -791	-94%	-$106K	﹤0.01%	366
2017 Q2	$111K	Sell	838 -1,034	-55%	-$127K	0.04%	221
2017 Q1	$231K	Hold	1,872	–	–	0.08%	161
2016 Q4	$206K	Hold	1,872	–	–	0.07%	165
2016 Q3	$221K	Hold	1,872	–	–	0.08%	159
2016 Q2	$209K	Hold	1,872	–	–	0.08%	162
2016 Q1	$189K	Hold	1,872	–	–	0.07%	170
2015 Q4	$199K	Hold	1,872	–	–	0.08%	165
2015 Q3	$174K	Hold	1,872	–	–	0.07%	180
2015 Q2	$195K	Hold	1,872	–	–	0.07%	180
2015 Q1	$203K	Hold	1,872	–	–	0.07%	181
2014 Q4	$173K	Sell	1,872 -46	-2%	-$4.06K	0.06%	183
2014 Q3	$168K	Hold	1,918	–	–	0.07%	179
2014 Q2	$169K	Hold	1,918	–	–	0.07%	184
2014 Q1	$162K	Buy	1,918 +93	+5%	+$7.42K	0.07%	189
2013 Q4	$143K	Hold	1,825	–	–	0.06%	191
2013 Q3	$155K	Sell	1,825 -387	-17%	-$32.6K	0.07%	177
2013 Q2	$190K	Buy	+2,212	New	+$184K	0.09%	157

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 $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Security National Trust's LH Position: Q1 2019 in Review

Security National Trust sold out of Labcorp (LH) in Q1 2019, closing a stake of 47 shares — an estimated $5K sold.

Security National Trust first reported a position in LH in Q2 2013 and held it in 23 quarters. The position peaked at $231K in Q1 2017. 745 funds tracked by Wall St. Rank hold LH as of Q1 2019.

Security National Trust reported no remaining Labcorp position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 47 Labcorp shares in Q1 2019, an estimated $5K.
Security National Trust first reported a position in Labcorp in Q2 2013 and held it in 23 quarters.
Security National Trust's Labcorp position peaked at $231K in Q1 2017.
745 funds tracked by Wall St. Rank held Labcorp as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.