SOA Wealth Advisors’s Labcorp LH Stock Holding History

SOA Wealth Advisors’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 Q4	–	Sell	-1	Closed	-$231	–	889
2024 Q3	$231	Hold	1	–	–	﹤0.01%	787
2024 Q2	$210	Sell	1 -1	-50%	-$203	﹤0.01%	800
2024 Q1	$443	Hold	2	–	–	﹤0.01%	812
2023 Q4	$460	Hold	2	–	–	﹤0.01%	804
2023 Q3	$406	Hold	2	–	–	﹤0.01%	833
2023 Q2	$487	Hold	2	–	–	﹤0.01%	835
2023 Q1	$462	Hold	2	–	–	﹤0.01%	851
2022 Q4	$473	Hold	2	–	–	﹤0.01%	847
2022 Q3	$0	Hold	2	–	–	﹤0.01%	917
2022 Q2	$0	Sell	2 -6	-75%	-$1.28K	﹤0.01%	936
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	857
2021 Q4	$2K	Hold	8	–	–	﹤0.01%	781
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	850
2021 Q2	$1K	Buy	8 +6	+300%	+$1.37K	﹤0.01%	830
2021 Q1	$0	Sell	2 -3	-60%	-$602	﹤0.01%	876
2020 Q4	$0	Buy	+5	New	+$864	﹤0.01%	848

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

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

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

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

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SOA Wealth Advisors's LH Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Labcorp (LH) in Q4 2024, closing a stake of 1 share — an estimated $231 sold.

SOA Wealth Advisors first reported a position in LH in Q4 2020 and held it in 16 quarters. The position peaked at $2K in Q4 2021. 927 funds tracked by Wall St. Rank hold LH as of Q4 2024.

SOA Wealth Advisors reported no remaining Labcorp position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 1 Labcorp share in Q4 2024, an estimated $231.
SOA Wealth Advisors first reported a position in Labcorp in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's Labcorp position peaked at $2K in Q4 2021.
927 funds tracked by Wall St. Rank held Labcorp as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.