SW
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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SVB Wealth's LH Position: Q1 2024 in Review

SVB Wealth sold out of Labcorp (LH) in Q1 2024, closing a stake of 886 shares — an estimated $201K sold.

SVB Wealth first reported a position in LH in Q3 2016 and held it in 10 quarters. The position peaked at $434K in Q4 2021. 927 funds tracked by Wall St. Rank hold LH as of Q1 2024.

  • SVB Wealth reported no remaining Labcorp position as of Q1 2024 after selling out during the quarter.
  • SVB Wealth sold 886 Labcorp shares in Q1 2024, an estimated $201K.
  • SVB Wealth first reported a position in Labcorp in Q3 2016 and held it in 10 quarters.
  • SVB Wealth's Labcorp position peaked at $434K in Q4 2021.
  • 927 funds tracked by Wall St. Rank held Labcorp as of Q1 2024.

Based on SVB Wealth's 13F filing for Q1 2024, filed 15 May 2024.