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WealthPLAN Partners’s Labcorp LH Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-9
Closed -$1.93K – 766
2023
Q2 		$1.93K Sell
9
-117
-93% -$22.7K ﹤0.01% 1082
2023
Q1 		$24.8K Buy
+126
New +$25.9K ﹤0.01% 685
2016
Q3 		$14.7K Sell
126
-21
-14% -$2.48K ﹤0.01% 540
2016
Q2 		$12.8K Buy
+147
New +$15.8K ﹤0.01% 1637
2015
Q4 		$8.65K Buy
+81
New +$8.36K ﹤0.01% 1197

Other funds holding LH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's LH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Labcorp (LH) in Q3 2023, closing a stake of 9 shares — an estimated $1.93K sold.

WealthPLAN Partners first reported a position in LH in Q4 2015 and held it in 5 quarters. The position peaked at $24.8K in Q1 2023. 882 funds tracked by Wall St. Rank hold LH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 9 Labcorp shares in Q3 2023, an estimated $1.93K.
  • WealthPLAN Partners first reported a position in Labcorp in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Labcorp position peaked at $24.8K in Q1 2023.
  • 882 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.