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Zimmermann Investment Management & Planning’s Labcorp LH Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-1,939
Closed -$390K – 100
2022
Q2 		$390K Sell
1,939
-979
-34% -$209K 0.27% 67
2022
Q1 		$661K Sell
2,918
-306
-9% -$72K 0.39% 51
2021
Q4 		$870K Buy
+3,224
New +$798K 0.49% 39

Other funds holding LH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Zimmermann Investment Management & Planning's LH Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of Labcorp (LH) in Q3 2022, closing a stake of 1,939 shares — an estimated $390K sold.

Zimmermann Investment Management & Planning first reported a position in LH in Q4 2021 and held it in 3 quarters. The position peaked at $870K in Q4 2021. 936 funds tracked by Wall St. Rank hold LH as of Q3 2022.

  • Zimmermann Investment Management & Planning reported no remaining Labcorp position as of Q3 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,939 Labcorp shares in Q3 2022, an estimated $390K.
  • Zimmermann Investment Management & Planning first reported a position in Labcorp in Q4 2021 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Labcorp position peaked at $870K in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Labcorp as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.