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Asset Planning Services (Pennsylvania)’s Quest Diagnostics DGX Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-11
Closed -$1K – 113
2019
Q3 		$1K Hold
11
– – ﹤0.01% 257
2019
Q2 		$1K Hold
11
– – ﹤0.01% 252
2019
Q1 		$1K Hold
11
– – ﹤0.01% 249
2018
Q4 		$1K Hold
11
– – ﹤0.01% 251
2018
Q3 		$1K Hold
11
– – ﹤0.01% 255
2018
Q2 		$1K Hold
11
– – ﹤0.01% 253
2018
Q1 		$1K Hold
11
– – ﹤0.01% 258
2017
Q4 		$1K Sell
11
-4
-27% -$379 ﹤0.01% 263
2017
Q3 		$1K Hold
15
– – ﹤0.01% 283
2017
Q2 		$2K Buy
+15
New +$1.59K ﹤0.01% 278

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DGX Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Quest Diagnostics (DGX) in Q4 2019, closing a stake of 11 shares — an estimated $1K sold.

Asset Planning Services (Pennsylvania) first reported a position in DGX in Q2 2017 and held it in 10 quarters. The position peaked at $2K in Q2 2017. 711 funds tracked by Wall St. Rank hold DGX as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Quest Diagnostics position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 11 Quest Diagnostics shares in Q4 2019, an estimated $1K.
  • Asset Planning Services (Pennsylvania) first reported a position in Quest Diagnostics in Q2 2017 and held it in 10 quarters.
  • Asset Planning Services (Pennsylvania)'s Quest Diagnostics position peaked at $2K in Q2 2017.
  • 711 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.