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WESPAC Advisors SoCal’s Labcorp LH Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-1,522
Closed -$306K – 100
2023
Q3 		$306K Sell
1,522
-366
-19% -$77.2K 0.1% 75
2023
Q2 		$391K Buy
1,888
+70
+4% +$13.6K 0.13% 72
2023
Q1 		$358K Sell
1,818
-97
-5% -$20K 0.12% 78
2022
Q4 		$387K Sell
1,915
-291
-13% -$56.9K 0.14% 72
2022
Q3 		$420K Buy
2,206
+76
+4% +$15.6K 0.18% 57
2022
Q2 		$429K Sell
2,130
-291
-12% -$62K 0.16% 63
2022
Q1 		$548K Sell
2,421
-291
-11% -$68.4K 0.17% 68
2021
Q4 		$636K Buy
2,712
+204
+8% +$50.5K 0.19% 61
2021
Q3 		$595K Buy
2,508
+29
+1% +$7.31K 0.19% 63
2021
Q2 		$588K Sell
2,479
-221
-8% -$50.4K 0.2% 65
2021
Q1 		$592K Hold
2,700
– – 0.23% 55
2020
Q4 		$472K Sell
2,700
-35
-1% -$6.04K 0.19% 59
2020
Q3 		$460K Sell
2,735
-146
-5% -$23.1K 0.22% 54
2020
Q2 		$427K Sell
2,881
-844
-23% -$117K 0.2% 56
2020
Q1 		$475K Sell
3,725
-1,455
-28% -$210K 0.26% 50
2019
Q4 		$753K Sell
5,180
-128
-2% -$18.5K 0.36% 46
2019
Q3 		$766K Buy
5,308
+29
+0.5% +$4.23K 0.38% 45
2019
Q2 		$784K Buy
5,279
+1,292
+32% +$180K 0.42% 43
2019
Q1 		$523K Sell
3,987
-58
-1% -$7.14K 0.29% 51
2018
Q4 		$439K Sell
4,045
-582
-13% -$78K 0.28% 49
2018
Q3 		$690K Buy
4,627
+378
+9% +$57.5K 0.35% 50
2018
Q2 		$655K Sell
4,249
-407
-9% -$61.4K 0.38% 45
2018
Q1 		$647K Buy
+4,656
New +$684K 0.37% 49

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

WESPAC Advisors SoCal's LH Position: Q4 2023 in Review

WESPAC Advisors SoCal sold out of Labcorp (LH) in Q4 2023, closing a stake of 1,522 shares — an estimated $306K sold.

WESPAC Advisors SoCal first reported a position in LH in Q1 2018 and held it in 23 quarters. The position peaked at $784K in Q2 2019. 957 funds tracked by Wall St. Rank hold LH as of Q4 2023.

  • WESPAC Advisors SoCal reported no remaining Labcorp position as of Q4 2023 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 1,522 Labcorp shares in Q4 2023, an estimated $306K.
  • WESPAC Advisors SoCal first reported a position in Labcorp in Q1 2018 and held it in 23 quarters.
  • WESPAC Advisors SoCal's Labcorp position peaked at $784K in Q2 2019.
  • 957 funds tracked by Wall St. Rank held Labcorp as of Q4 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2023, filed 25 Jan 2024.