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Tradition Wealth Management’s Labcorp LH Stock Holding History

Tradition 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
Q1 		– Sell
-448
Closed -$102K – 837
2023
Q4 		$102K Buy
448
+2
+0.4% +$420 0.01% 465
2023
Q3 		$90K Sell
446
-72
-14% -$15.2K 0.01% 468
2023
Q2 		$107K Buy
518
+1
+0.2% +$194 0.01% 439
2023
Q1 		$102K Buy
517
+4
+0.8% +$823 0.01% 438
2022
Q4 		$104K Buy
513
+1
+0.2% +$195 0.01% 365
2022
Q3 		$90K Buy
+512
New +$105K 0.01% 380

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 $3.37T AUM 44.26% 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

Tradition Wealth Management's LH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Labcorp (LH) in Q1 2024, closing a stake of 448 shares — an estimated $102K sold.

Tradition Wealth Management first reported a position in LH in Q3 2022 and held it in 6 quarters. The position peaked at $107K in Q2 2023. 927 funds tracked by Wall St. Rank hold LH as of Q1 2024.

  • Tradition Wealth Management reported no remaining Labcorp position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 448 Labcorp shares in Q1 2024, an estimated $102K.
  • Tradition Wealth Management first reported a position in Labcorp in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Labcorp position peaked at $107K in Q2 2023.
  • 927 funds tracked by Wall St. Rank held Labcorp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.