Waterfront Wealth’s Labcorp LH Stock Holding History

Waterfront Wealth’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
2023 Q1	–	Sell	-1,109	Closed	-$242K	–	249
2022 Q4	$242K	Hold	1,109	–	–	0.08%	221
2022 Q3	$208K	Hold	1,109	–	–	0.08%	227
2022 Q2	$223K	Hold	1,109	–	–	0.09%	208
2022 Q1	$260K	Hold	1,109	–	–	0.09%	209
2021 Q4	$299K	Buy	1,109 +61	+6%	+$15.1K	0.12%	171
2021 Q3	$253K	Hold	1,048	–	–	0.12%	149
2021 Q2	$248K	Hold	1,048	–	–	0.12%	154
2021 Q1	$227K	Buy	+1,048	New	+$210K	0.11%	152

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

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

Waterfront Wealth's LH Position: Q1 2023 in Review

Waterfront Wealth sold out of Labcorp (LH) in Q1 2023, closing a stake of 1,109 shares — an estimated $242K sold.

Waterfront Wealth first reported a position in LH in Q1 2021 and held it in 8 quarters. The position peaked at $299K in Q4 2021. 940 funds tracked by Wall St. Rank hold LH as of Q1 2023.

Waterfront Wealth reported no remaining Labcorp position as of Q1 2023 after selling out during the quarter.
Waterfront Wealth sold 1,109 Labcorp shares in Q1 2023, an estimated $242K.
Waterfront Wealth first reported a position in Labcorp in Q1 2021 and held it in 8 quarters.
Waterfront Wealth's Labcorp position peaked at $299K in Q4 2021.
940 funds tracked by Wall St. Rank held Labcorp as of Q1 2023.

Based on Waterfront Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.