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Tilia Fiduciary Partners’s Labcorp LH Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-201
Closed -$41.8K – 300
2023
Q2 		$41.8K Buy
201
+21
+12% +$4.07K 0.04% 235
2023
Q1 		$35.6K Hold
180
– – 0.03% 245
2022
Q4 		$36.5K Hold
180
– – 0.04% 227
2022
Q3 		$32K Hold
180
– – 0.03% 236
2022
Q2 		$37K Hold
180
– – 0.04% 236
2022
Q1 		$41K Hold
180
– – 0.03% 239
2021
Q4 		$49K Buy
+180
New +$44.6K 0.04% 230

Other funds holding LH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tilia Fiduciary Partners's LH Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Labcorp (LH) in Q3 2023, closing a stake of 201 shares — an estimated $41.8K sold.

Tilia Fiduciary Partners first reported a position in LH in Q4 2021 and held it in 7 quarters. The position peaked at $49K in Q4 2021. 882 funds tracked by Wall St. Rank hold LH as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 201 Labcorp shares in Q3 2023, an estimated $41.8K.
  • Tilia Fiduciary Partners first reported a position in Labcorp in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Labcorp position peaked at $49K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.