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Wealthspire Advisors (Maryland)’s Labcorp LH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$706K Sell
4,363
-2,243
-34% -$355K 0.02% 221
2020
Q2 		$943K Sell
6,606
-250
-4% -$34.6K 0.07% 169
2020
Q1 		$744K Sell
6,856
-126
-2% -$18.2K 0.06% 182
2019
Q4 		$1.01M Sell
6,982
-49
-0.7% -$7.07K 0.07% 168
2019
Q3 		$1.01M Buy
7,031
+196
+3% +$28.6K 0.07% 141
2019
Q2 		$1.01M Buy
6,835
+1,154
+20% +$161K 0.08% 138
2019
Q1 		$747K Sell
5,681
-517
-8% -$63.7K 0.06% 179
2018
Q4 		$673K Sell
6,198
-370
-6% -$49.6K 0.06% 170
2018
Q3 		$980K Buy
6,568
+499
+8% +$75.9K 0.08% 143
2018
Q2 		$936K Sell
6,069
-1,269
-17% -$192K 0.08% 136
2018
Q1 		$1.02M Sell
7,338
-248
-3% -$36.4K 0.1% 131
2017
Q4 		$1.04M Sell
7,586
-773
-9% -$102K 0.1% 133
2017
Q3 		$1.08M Sell
8,359
-945
-10% -$126K 0.12% 122
2017
Q2 		$1.23M Buy
9,304
+4,012
+76% +$491K 0.15% 106
2017
Q1 		$652K Sell
5,292
-1,418
-21% -$168K 0.09% 141
2016
Q4 		$740K Sell
6,710
-992
-13% -$110K 0.11% 122
2016
Q3 		$910K Buy
7,702
+238
+3% +$28K 0.14% 106
2016
Q2 		$835K Buy
7,464
+1,440
+24% +$155K 0.14% 107
2016
Q1 		$606K Buy
6,024
+132
+2% +$12.7K 0.11% 132
2015
Q4 		$626K Buy
+5,892
New +$608K 0.12% 128

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Labcorp (LH) stake by 34% in Q3 2020, selling an estimated $355K and leaving 4,363 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #221.

Wealthspire Advisors (Maryland) first reported a position in LH in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.23M in Q2 2017. 809 funds tracked by Wall St. Rank hold LH as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,363 shares of Labcorp worth $706K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 2,243 Labcorp shares in Q3 2020, an estimated $355K.
  • Labcorp made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #221 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Labcorp in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Labcorp position peaked at $1.23M in Q2 2017.
  • 809 funds tracked by Wall St. Rank held Labcorp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.