TRUE Private Wealth Advisors’s Labcorp LH Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-20	Closed	-$3K	–	495
2020 Q4	$3K	Sell	20 -58	-74%	-$10K	﹤0.01%	636
2020 Q3	$12K	Hold	78	–	–	﹤0.01%	473
2020 Q2	$11K	Hold	78	–	–	﹤0.01%	476
2020 Q1	$8K	Sell	78 -41	-34%	-$5.91K	﹤0.01%	481
2019 Q4	$17K	Buy	+119	New	+$17.2K	﹤0.01%	513
2019 Q3	–	Sell	-20	Closed	-$2K	–	508
2019 Q2	$2K	Buy	+20	New	+$2.79K	﹤0.01%	721
2018 Q4	–	Sell	-51	Closed	-$7.64K	–	628
2018 Q3	$7.64K	Buy	+51	New	+$7.76K	﹤0.01%	805

Other funds holding LH

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

BlackRock New York $5.72T AUM 30.48% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

TRUE Private Wealth Advisors's LH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Labcorp (LH) in Q1 2021, closing a stake of 20 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in LH in Q3 2018 and held it in 7 quarters. The position peaked at $17K in Q4 2019. 920 funds tracked by Wall St. Rank hold LH as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Labcorp position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 20 Labcorp shares in Q1 2021, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Labcorp in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Labcorp position peaked at $17K in Q4 2019.
920 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.