YorkBridge Wealth Partners’s Labcorp LH Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$270K	Buy	1,335 +117	+10%	+$22.9K	0.07%	212
2022 Q3	$214K	Buy	1,218 +6	+0.5%	+$1.23K	0.06%	255
2022 Q2	$244K	Hold	1,212	–	–	0.06%	238
2022 Q1	$274K	Buy	1,212 +120	+11%	+$28.2K	0.06%	251
2021 Q4	$295K	Hold	1,092	–	–	0.07%	234
2021 Q3	$264K	Hold	1,092	–	–	0.07%	228
2021 Q2	$259K	Hold	1,092	–	–	0.07%	223
2021 Q1	$239K	Buy	+1,092	New	+$219K	0.07%	224
2018 Q3	–	Sell	-45	Closed	-$7K	–	804
2018 Q2	$7K	Hold	45	–	–	﹤0.01%	660
2018 Q1	$6K	Hold	45	–	–	﹤0.01%	670
2017 Q4	$6K	Hold	45	–	–	﹤0.01%	687
2017 Q3	$6K	Buy	+45	New	+$6K	﹤0.01%	693
2017 Q2	–	Sell	-29	Closed	-$4K	–	891
2017 Q1	$4K	Hold	29	–	–	﹤0.01%	711
2016 Q4	$3K	Buy	+29	New	+$3.22K	﹤0.01%	719

Other funds holding LH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

YorkBridge Wealth Partners's LH Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Labcorp (LH) stake by 9.6% in Q4 2022, buying an estimated $22.9K and bringing the position to 1,335 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #212.

YorkBridge Wealth Partners first reported a position in LH in Q4 2016 and has held it in 14 quarters since. The position peaked at $295K in Q4 2021. 969 funds tracked by Wall St. Rank hold LH as of Q4 2022.

YorkBridge Wealth Partners held 1,335 shares of Labcorp worth $270K as of Q4 2022.
YorkBridge Wealth Partners bought 117 Labcorp shares in Q4 2022, an estimated $22.9K.
Labcorp made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #212 holding.
YorkBridge Wealth Partners first reported a position in Labcorp in Q4 2016 and has held it in 14 quarters since.
YorkBridge Wealth Partners's Labcorp position peaked at $295K in Q4 2021.
969 funds tracked by Wall St. Rank held Labcorp as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.