DWM
DGX icon

Darwin Wealth Management’s Quest Diagnostics DGX Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-100
Closed -$8K – 291
2020
Q1 		$8K Buy
+100
New +$10.4K ﹤0.01% 511
2017
Q3 		– Sell
-17,658
Closed -$1.96M – 105
2017
Q2 		$1.96M Sell
17,658
-1,464
-8% -$155K 1.08% 32
2017
Q1 		$1.88M Sell
19,122
-486
-2% -$46.3K 1.09% 41
2016
Q4 		$1.8M Buy
+19,608
New +$1.69M 1.21% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Darwin Wealth Management's DGX Position: Q2 2020 in Review

Darwin Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2020, closing a stake of 100 shares — an estimated $8K sold.

Darwin Wealth Management first reported a position in DGX in Q4 2016 and held it in 4 quarters. The position peaked at $1.96M in Q2 2017. 748 funds tracked by Wall St. Rank hold DGX as of Q2 2020.

  • Darwin Wealth Management reported no remaining Quest Diagnostics position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 100 Quest Diagnostics shares in Q2 2020, an estimated $8K.
  • Darwin Wealth Management first reported a position in Quest Diagnostics in Q4 2016 and held it in 4 quarters.
  • Darwin Wealth Management's Quest Diagnostics position peaked at $1.96M in Q2 2017.
  • 748 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.