Surevest’s Labcorp LH Stock Holding History

Surevest’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
2022 Q3	$21K	Hold	119	–	–	0.01%	239
2022 Q2	$24K	Hold	119	–	–	0.01%	248
2022 Q1	$27K	Hold	119	–	–	0.01%	217
2021 Q4	$32K	Buy	+119	New	+$29.5K	0.01%	208

Other funds holding LH

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Surevest's LH Position: Q3 2022 in Review

Surevest held its Labcorp (LH) position steady in Q3 2022 at 119 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #239.

Surevest first reported a position in LH in Q4 2021 and has held it in 4 quarters since. The position peaked at $32K in Q4 2021. 936 funds tracked by Wall St. Rank hold LH as of Q3 2022.

Surevest held 119 shares of Labcorp worth $21K as of Q3 2022.
Surevest left its Labcorp share count unchanged in Q3 2022.
Labcorp made up 0.01% of Surevest's portfolio in Q3 2022, its #239 holding.
Surevest first reported a position in Labcorp in Q4 2021 and has held it in 4 quarters since.
Surevest's Labcorp position peaked at $32K in Q4 2021.
936 funds tracked by Wall St. Rank held Labcorp as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.