TWM
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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

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State Street
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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