WR Wealth Planners’s Labcorp LH Stock Holding History

WR Wealth Planners’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	$917	Buy	+4	New	+$918	﹤0.01%	939
2024 Q1	–	Sell	-2,055	Closed	-$467K	–	1176
2023 Q4	$467K	Buy	2,055 +230	+13%	+$48.3K	0.17%	106
2023 Q3	$367K	Buy	1,825 +300	+20%	+$63.3K	0.14%	117
2023 Q2	$316K	Buy	1,525 +77	+5%	+$14.9K	0.12%	129
2023 Q1	$285K	Buy	1,448 +48	+3%	+$9.88K	0.12%	128
2022 Q4	$283K	Buy	1,400 +14	+1%	+$2.74K	0.17%	89
2022 Q3	$244K	Buy	1,386 +97	+8%	+$19.9K	0.17%	97
2022 Q2	$259K	Buy	1,289 +32	+3%	+$6.82K	0.17%	95
2022 Q1	$285K	Buy	+1,257	New	+$296K	0.17%	97

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WR Wealth Planners's LH Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Labcorp (LH) in Q4 2024: 4 shares worth $917. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in LH as recently as Q4 2023.

WR Wealth Planners first reported a position in LH in Q1 2022 and has held it in 9 quarters since. The position peaked at $467K in Q4 2023. 924 funds tracked by Wall St. Rank hold LH as of Q4 2024.

WR Wealth Planners held 4 shares of Labcorp worth $917 as of Q4 2024.
Labcorp was a new WR Wealth Planners position in Q4 2024.
Labcorp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #939 holding.
WR Wealth Planners first reported a position in Labcorp in Q1 2022 and has held it in 9 quarters since.
WR Wealth Planners's Labcorp position peaked at $467K in Q4 2023.
924 funds tracked by Wall St. Rank held Labcorp as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.