Triad Financial Advisors’s Labcorp LH Stock Holding History

Triad Financial Advisors’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
2022 Q2	–	Sell	-888	Closed	-$201K	–	109
2022 Q1	$201K	Sell	888 -566	-39%	-$133K	0.11%	110
2021 Q4	$392K	Buy	+1,454	New	+$360K	0.23%	63

Other funds holding LH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Triad Financial Advisors's LH Position: Q2 2022 in Review

Triad Financial Advisors sold out of Labcorp (LH) in Q2 2022, closing a stake of 888 shares — an estimated $201K sold.

Triad Financial Advisors first reported a position in LH in Q4 2021 and held it in 2 quarters. The position peaked at $392K in Q4 2021. 966 funds tracked by Wall St. Rank hold LH as of Q2 2022.

Triad Financial Advisors reported no remaining Labcorp position as of Q2 2022 after selling out during the quarter.
Triad Financial Advisors sold 888 Labcorp shares in Q2 2022, an estimated $201K.
Triad Financial Advisors first reported a position in Labcorp in Q4 2021 and held it in 2 quarters.
Triad Financial Advisors's Labcorp position peaked at $392K in Q4 2021.
966 funds tracked by Wall St. Rank held Labcorp as of Q2 2022.

Based on Triad Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.