New Potomac Partners, LLC LH LABORATORY CORP AMER HLD

Ownership history in New Potomac Partners, LLC  ·  28 quarters on record

AI Ownership Summary

New Potomac Partners, LLC reported LABORATORY CORP AMER HLD (LH) in 28 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.46% in 2023 Q4. The latest visible filing shows LH at 1.27% 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 New Potomac Partners, LLC's position in LABORATORY CORP AMER HLD, 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
2024 Q3

LH was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2024 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.

How New Potomac Partners, LLC held LH — position size vs. price
% of Fund (quarterly)    LH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 11,049 -60 -0.5% 1.27% $2.5M 2024-11-14 (Est.) $234.28
2024 Q2 ADDED 11,109 +182 +1.7% 1.24% $2.3M 2024-07-18 $210.47
2024 Q1 ADDED 10,927 +150 +1.4% 1.33% $2.4M 2024-05-02 $195.64
2023 Q4 REDUCED 10,777 -6 -0.1% 1.46% $2.4M 2024-01-19 $220.21
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About New Potomac Partners, 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 New Potomac Partners, LLC reported owning LH?

New Potomac Partners, LLC reported LH across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported LH position in New Potomac Partners, LLC's portfolio?

The largest reported portfolio weight for LH was 1.46% in 2023 Q4.

What is the latest reported LH position on this page?

The most recent filing on this page is 2024 Q3, when New Potomac Partners, LLC reported 11,049 shares, equal to 1.27% of portfolio, with an estimated market value of $2.5M.

What does the chart on this LH ownership page compare?

The chart compares New Potomac Partners, 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.

How well did New Potomac Partners, LLC time their LH position?

Based on 13F filing dates vs. subsequent LH price moves, New Potomac Partners, LLC correctly timed 12 out of 27 reported position changes (44%). The annualised alpha on LH relative to SPY over the holding period was -5.7%.

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