Westover Capital Advisors’s Labcorp LH Stock Holding History

Westover Capital Advisors’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
2024 Q4	–	Sell	-1,015	Closed	-$227K	–	247
2024 Q3	$227K	Hold	1,015	–	–	0.04%	228
2024 Q2	$207K	Hold	1,015	–	–	0.05%	205
2024 Q1	$222K	Hold	1,015	–	–	0.06%	170
2023 Q4	$231K	Hold	1,015	–	–	0.08%	161
2023 Q3	$204K	Sell	1,015 -166	-14%	-$35K	0.07%	172
2023 Q2	$245K	Hold	1,181	–	–	0.09%	157
2023 Q1	$233K	Hold	1,181	–	–	0.09%	149
2022 Q4	$239K	Hold	1,181	–	–	0.09%	135
2022 Q3	$208K	Hold	1,181	–	–	0.08%	149
2022 Q2	$238K	Sell	1,181 -67	-5%	-$14.3K	0.09%	145
2022 Q1	$283K	Hold	1,248	–	–	0.09%	151
2021 Q4	$337K	Hold	1,248	–	–	0.1%	137
2021 Q3	$302K	Hold	1,248	–	–	0.09%	139
2021 Q2	$296K	Hold	1,248	–	–	0.1%	143
2021 Q1	$273K	Sell	1,248 -8	-0.6%	-$1.6K	0.09%	137
2020 Q4	$220K	Buy	+1,256	New	+$217K	0.08%	142

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Geode Capital Management

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Diamond Hill Capital Management

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Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return