Truvvo Partners’s Labcorp LH Stock Holding History

Truvvo 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
2021 Q4	–	Sell	-2,710	Closed	-$655K	–	22
2021 Q3	$655K	Hold	2,710	–	–	0.45%	14
2021 Q2	$642K	Hold	2,710	–	–	0.44%	12
2021 Q1	$594K	Hold	2,710	–	–	0.45%	12
2020 Q4	$474K	Hold	2,710	–	–	0.32%	17
2020 Q3	$438K	Hold	2,710	–	–	0.34%	21
2020 Q2	$387K	Hold	2,710	–	–	0.3%	30
2020 Q1	$294K	Hold	2,710	–	–	0.27%	30
2019 Q4	$394K	Hold	2,710	–	–	0.21%	27
2019 Q3	$391K	Hold	2,710	–	–	0.22%	32
2019 Q2	$403K	Buy	+2,710	New	+$378K	0.22%	36
2019 Q1	–	Sell	-2,710	Closed	-$294K	–	32
2018 Q4	$294K	Hold	2,710	–	–	0.21%	34
2018 Q3	$404K	Hold	2,710	–	–	0.25%	39
2018 Q2	$418K	Hold	2,710	–	–	0.28%	41
2018 Q1	$377K	Hold	2,710	–	–	0.14%	80
2017 Q4	$371K	Hold	2,710	–	–	0.13%	111
2017 Q3	$351K	Hold	2,710	–	–	0.12%	113
2017 Q2	$359K	Hold	2,710	–	–	0.13%	107
2017 Q1	$334K	Hold	2,710	–	–	0.15%	103
2016 Q4	$299K	Hold	2,710	–	–	0.1%	114
2016 Q3	$320K	Hold	2,710	–	–	0.14%	110
2016 Q2	$303K	Hold	2,710	–	–	0.16%	111
2016 Q1	$273K	Hold	2,710	–	–	0.12%	118
2015 Q4	$288K	Buy	+2,710	New	+$280K	0.15%	101

Other funds holding LH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MCM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truvvo Partners's LH Position: Q4 2021 in Review

Truvvo Partners sold out of Labcorp (LH) in Q4 2021, closing a stake of 2,710 shares — an estimated $655K sold.

Truvvo Partners first reported a position in LH in Q4 2015 and held it in 23 quarters. The position peaked at $655K in Q3 2021. 1,060 funds tracked by Wall St. Rank hold LH as of Q4 2021.

Truvvo Partners reported no remaining Labcorp position as of Q4 2021 after selling out during the quarter.
Truvvo Partners sold 2,710 Labcorp shares in Q4 2021, an estimated $655K.
Truvvo Partners first reported a position in Labcorp in Q4 2015 and held it in 23 quarters.
Truvvo Partners's Labcorp position peaked at $655K in Q3 2021.
1,060 funds tracked by Wall St. Rank held Labcorp as of Q4 2021.

Based on Truvvo Partners's 13F filing for Q4 2021, filed 14 Feb 2022.