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SFS
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
–
1752
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
–
431
2016
Q4
$196K
Buy
+1,682
New
+$187K
0.07%
193
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1-Year Est. Return
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1-Year Est. Return
MCM
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$9.8B AUM
16.31%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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