Simplicity Wealth’s Labcorp LH Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-1,671	Closed	-$340K	–	893
2024 Q2	$340K	Sell	1,671 -235	-12%	-$47.8K	0.01%	909
2024 Q1	$416K	Buy	+1,906	New	+$420K	0.01%	802

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's LH Position: Q3 2024 in Review

Simplicity Wealth sold out of Labcorp (LH) in Q3 2024, closing a stake of 1,671 shares — an estimated $340K sold.

Simplicity Wealth first reported a position in LH in Q1 2024 and held it in 2 quarters. The position peaked at $416K in Q1 2024. 918 funds tracked by Wall St. Rank hold LH as of Q3 2024.

Simplicity Wealth reported no remaining Labcorp position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 1,671 Labcorp shares in Q3 2024, an estimated $340K.
Simplicity Wealth first reported a position in Labcorp in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Labcorp position peaked at $416K in Q1 2024.
918 funds tracked by Wall St. Rank held Labcorp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.