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Altman Advisors’s Quest Diagnostics DGX Stock Holding History

Altman Advisors’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,678
Closed -$1.1M – 81
2020
Q2 		$1.1M Buy
9,678
+238
+3% +$25.2K 0.94% 50
2020
Q1 		$758K Buy
+9,440
New +$977K 0.7% 63

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Altman Advisors's DGX Position: Q3 2020 in Review

Altman Advisors sold out of Quest Diagnostics (DGX) in Q3 2020, closing a stake of 9,678 shares — an estimated $1.1M sold.

Altman Advisors first reported a position in DGX in Q1 2020 and held it in 2 quarters. The position peaked at $1.1M in Q2 2020. 757 funds tracked by Wall St. Rank hold DGX as of Q3 2020.

  • Altman Advisors reported no remaining Quest Diagnostics position as of Q3 2020 after selling out during the quarter.
  • Altman Advisors sold 9,678 Quest Diagnostics shares in Q3 2020, an estimated $1.1M.
  • Altman Advisors first reported a position in Quest Diagnostics in Q1 2020 and held it in 2 quarters.
  • Altman Advisors's Quest Diagnostics position peaked at $1.1M in Q2 2020.
  • 757 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2020.

Based on Altman Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.