CSat Investment Advisory’s Quest Diagnostics DGX Stock Holding History

CSat Investment Advisory’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
2021 Q1	$53K	Buy	414 +123	+42%	+$15.2K	0.04%	175
2020 Q4	$35K	Sell	291 -329	-53%	-$40.1K	0.03%	233
2020 Q3	$71K	Sell	620 -200	-24%	-$23.6K	0.01%	595
2020 Q2	$93K	Buy	820 +349	+74%	+$37K	0.01%	498
2020 Q1	$38K	Sell	471 -45	-9%	-$4.66K	0.01%	591
2019 Q4	$55K	Buy	516 +140	+37%	+$14.6K	0.01%	598
2019 Q3	$40K	Sell	376 -6	-2%	-$616	0.01%	615
2019 Q2	$39K	Buy	382 +80	+26%	+$7.69K	0.01%	618
2019 Q1	$27K	Buy	302 +52	+21%	+$4.51K	0.01%	248
2018 Q4	$21K	Buy	250 +124	+98%	+$11.6K	0.01%	263
2018 Q3	$14K	Buy	126 +20	+19%	+$2.19K	0.01%	297
2018 Q2	$12K	Buy	+106	New	+$11K	0.01%	301

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CSat Investment Advisory's DGX Position: Q1 2021 in Review

CSat Investment Advisory increased its Quest Diagnostics (DGX) stake by 42% in Q1 2021, buying an estimated $15.2K and bringing the position to 414 shares worth $53K. The position accounts for 0.04% of the portfolio, ranked #175.

CSat Investment Advisory first reported a position in DGX in Q2 2018 and has held it in 12 quarters since. The position peaked at $93K in Q2 2020. 818 funds tracked by Wall St. Rank hold DGX as of Q1 2021.

CSat Investment Advisory held 414 shares of Quest Diagnostics worth $53K as of Q1 2021.
CSat Investment Advisory bought 123 Quest Diagnostics shares in Q1 2021, an estimated $15.2K.
Quest Diagnostics made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #175 holding.
CSat Investment Advisory first reported a position in Quest Diagnostics in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Quest Diagnostics position peaked at $93K in Q2 2020.
818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.