SFS
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Sowell Financial Services’s Labcorp LH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,903
Closed -$455K – 1751
2021
Q1 		$455K Buy
1,903
+939
+97% +$188K 0.02% 681
2020
Q4 		$169K Buy
964
+88
+10% +$15.2K 0.01% 914
2020
Q3 		$142K Buy
876
+5
+0.6% +$792 0.01% 851
2020
Q2 		$124K Buy
871
+730
+518% +$101K 0.01% 899
2020
Q1 		$15K Buy
141
+42
+42% +$6.05K ﹤0.01% 1482
2019
Q4 		$14K Sell
99
-69
-41% -$9.96K ﹤0.01% 1567
2019
Q3 		$24K Buy
+168
New +$24.5K ﹤0.01% 1218
2017
Q1 		– Sell
-1,682
Closed -$196K – 429
2016
Q4 		$196K Buy
+1,682
New +$187K 0.07% 193

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sowell Financial Services's LH Position: Q2 2021 in Review

Sowell Financial Services sold out of Labcorp (LH) in Q2 2021, closing a stake of 1,903 shares — an estimated $455K sold.

Sowell Financial Services first reported a position in LH in Q4 2016 and held it in 8 quarters. The position peaked at $455K in Q1 2021. 949 funds tracked by Wall St. Rank hold LH as of Q2 2021.

  • Sowell Financial Services reported no remaining Labcorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,903 Labcorp shares in Q2 2021, an estimated $455K.
  • Sowell Financial Services first reported a position in Labcorp in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Labcorp position peaked at $455K in Q1 2021.
  • 949 funds tracked by Wall St. Rank held Labcorp as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.