Windsor Wealth Management’s Labcorp LH Stock Holding History

Windsor Wealth Management’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	-1,169	Closed	-$242K	–	165
2023 Q2	$242K	Hold	1,169	–	–	0.04%	145
2023 Q1	$233K	Hold	1,169	–	–	0.05%	147
2022 Q4	$244K	Hold	1,169	–	–	0.05%	137
2022 Q3	$206K	Hold	1,169	–	–	0.05%	147
2022 Q2	$245K	Hold	1,169	–	–	0.06%	132
2022 Q1	$278K	Hold	1,169	–	–	0.05%	192
2021 Q4	$291K	Sell	1,169 -5	-0.4%	-$1.24K	0.05%	189
2021 Q3	$282K	Buy	1,174 +10	+0.9%	+$2.52K	0.06%	185
2021 Q2	$276K	Hold	1,164	–	–	0.06%	183
2021 Q1	$255K	Hold	1,164	–	–	0.06%	180
2020 Q4	$204K	Hold	1,164	–	–	0.05%	188
2020 Q3	$202K	Buy	+1,164	New	+$184K	0.06%	185

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Windsor Wealth Management's LH Position: Q3 2023 in Review

Windsor Wealth Management sold out of Labcorp (LH) in Q3 2023, closing a stake of 1,169 shares — an estimated $242K sold.

Windsor Wealth Management first reported a position in LH in Q3 2020 and held it in 12 quarters. The position peaked at $291K in Q4 2021. 881 funds tracked by Wall St. Rank hold LH as of Q3 2023.

Windsor Wealth Management reported no remaining Labcorp position as of Q3 2023 after selling out during the quarter.
Windsor Wealth Management sold 1,169 Labcorp shares in Q3 2023, an estimated $242K.
Windsor Wealth Management first reported a position in Labcorp in Q3 2020 and held it in 12 quarters.
Windsor Wealth Management's Labcorp position peaked at $291K in Q4 2021.
881 funds tracked by Wall St. Rank held Labcorp as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.