LH — LABORATORY CORP AMER HLDGS

Ownership history in Compass Wealth Management LLC  ·  12 quarters on record

AI Ownership Summary

Compass Wealth Management LLC reported LABORATORY CORP AMER HLDGS (LH) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.11% in 2023 Q3. The latest visible filing shows LH at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Wealth Management LLC's position in LABORATORY CORP AMER HLDGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LH was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LH stock page Compass Wealth Management LLC fund profile Compass Wealth Management LLC full holdings
How Compass Wealth Management LLC held LH — position size vs. price
% of Fund (quarterly)    LH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,379 — 0% 0.09% $396K 2025-11-07 $251.41
2025 Q2 UNCHANGED 1,379 — 0% 0.09% $362K 2025-08-08 $263.80
2025 Q1 UNCHANGED 1,379 — 0% 0.08% $321K 2025-04-29 $237.87
2024 Q4 UNCHANGED 1,379 — 0% 0.08% $316K 2025-01-21 $240.71
2024 Q3 UNCHANGED 1,379 — 0% 0.07% $308K 2024-10-16 $213.14
2024 Q2 UNCHANGED 1,379 — 0% 0.07% $281K 2024-07-16 $212.29
2024 Q1 ADDED 1,379 +67 +5.1% 0.08% $301K 2024-04-05 $206.39
2023 Q4 REDUCED 1,312 -457 -25.8% 0.08% $298K 2024-01-04 $219.31
2023 Q3 REDUCED 1,769 -287 -14.0% 0.11% $356K 2023-10-25 $191.84
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LH

As of 2025 Q4 — sorted by position size

Hunter Perkins Capital Management, LLC 3Y 5.58% Navera Investment Management Ltd. 3Y 5.44% Belfer Management LLC 3Y 7Y 4.93% BANYAN CAPITAL MANAGEMENT, INC. 3Y 7Y 4.37% MCRAE CAPITAL MANAGEMENT INC 3Y 7Y 4.34% HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 4.23% LATHROP INVESTMENT MANAGEMENT CO 3Y 7Y 3.16% FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 3Y 7Y 2.99% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 2.97% BECK MACK & OLIVER LLC 3Y 7Y 2.86%

FAQ About Compass Wealth Management LLC and LH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compass Wealth Management LLC reported owning LH?

Compass Wealth Management LLC reported LH across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported LH position in Compass Wealth Management LLC's portfolio?

The largest reported portfolio weight for LH was 0.11% in 2023 Q3.

What is the latest reported LH position on this page?

The most recent filing on this page is 2025 Q3, when Compass Wealth Management LLC reported 1,379 shares, equal to 0.09% of portfolio, with an estimated market value of $396K.

What does the chart on this LH ownership page compare?

The chart compares Compass Wealth Management LLC's quarterly LH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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