Sugarloaf Wealth Management’s Labcorp LH Stock Holding History

Sugarloaf Wealth Management’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	$3.21K	Hold	14	–	–	﹤0.01%	602
2024 Q3	$3.13K	Hold	14	–	–	﹤0.01%	598
2024 Q2	$2.85K	Hold	14	–	–	﹤0.01%	567
2024 Q1	$3.06K	Hold	14	–	–	﹤0.01%	570
2023 Q4	$3.18K	Hold	14	–	–	﹤0.01%	575
2023 Q3	$2.81K	Sell	14 -2	-13%	-$422	﹤0.01%	580
2023 Q2	$3.38K	Hold	16	–	–	﹤0.01%	578
2023 Q1	$3.21K	Hold	16	–	–	﹤0.01%	583
2022 Q4	$3.3K	Hold	16	–	–	﹤0.01%	626
2022 Q3	$3K	Hold	16	–	–	﹤0.01%	673
2022 Q2	$3K	Sell	16 -17	-52%	-$3.62K	﹤0.01%	663
2022 Q1	$7K	Hold	33	–	–	﹤0.01%	527
2021 Q4	$9K	Hold	33	–	–	﹤0.01%	522
2021 Q3	$8K	Hold	33	–	–	﹤0.01%	542
2021 Q2	$8K	Hold	33	–	–	﹤0.01%	528
2021 Q1	$7	Hold	33	–	–	﹤0.01%	548
2020 Q4	$6K	Hold	33	–	–	﹤0.01%	531
2020 Q3	$5K	Hold	33	–	–	﹤0.01%	519
2020 Q2	$5K	Hold	33	–	–	﹤0.01%	523
2020 Q1	$4K	Hold	33	–	–	﹤0.01%	542
2019 Q4	$5K	Buy	+33	New	+$4.76K	﹤0.01%	545

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sugarloaf Wealth Management's LH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Labcorp (LH) position steady in Q4 2024 at 14 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Sugarloaf Wealth Management first reported a position in LH in Q4 2019 and has held it in 21 quarters since. The position peaked at $9K in Q4 2021. 923 funds tracked by Wall St. Rank hold LH as of Q4 2024.

Sugarloaf Wealth Management held 14 shares of Labcorp worth $3.21K as of Q4 2024.
Sugarloaf Wealth Management left its Labcorp share count unchanged in Q4 2024.
Labcorp made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #602 holding.
Sugarloaf Wealth Management first reported a position in Labcorp in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Labcorp position peaked at $9K in Q4 2021.
923 funds tracked by Wall St. Rank held Labcorp as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.