SVB Wealth’s Labcorp LH Stock Holding History

SVB Wealth’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 Q1	–	Sell	-886	Closed	-$201K	–	892
2023 Q4	$201K	Buy	+886	New	+$186K	﹤0.01%	773
2023 Q2	–	Sell	-1,037	Closed	-$204K	–	969
2023 Q1	$204K	Sell	1,037 -214	-17%	-$44K	﹤0.01%	876
2022 Q4	$253K	Buy	+1,251	New	+$244K	﹤0.01%	814
2022 Q3	–	Sell	-1,050	Closed	-$211K	–	1007
2022 Q2	$211K	Sell	1,050 -823	-44%	-$175K	﹤0.01%	664
2022 Q1	$425K	Buy	1,873 +268	+17%	+$63K	0.01%	478
2021 Q4	$434K	Buy	1,605 +244	+18%	+$60.4K	0.01%	482
2021 Q3	$329K	Buy	1,361 +515	+61%	+$130K	﹤0.01%	744
2021 Q2	$200K	Buy	+846	New	+$193K	﹤0.01%	895
2017 Q1	–	Sell	-1,886	Closed	-$208K	–	501
2016 Q4	$208K	Hold	1,886	–	–	0.01%	464
2016 Q3	$223K	Buy	+1,886	New	+$222K	0.01%	489

Other funds holding LH

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors

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