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Doyle Wealth Management’s Quest Diagnostics DGX Stock Holding History

Doyle 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
2019
Q3 		– Sell
-583
Closed -$59K – 325
2019
Q2 		$59K Buy
+583
New +$56K 0.01% 331
2019
Q1 		– Sell
-582
Closed -$48K – 313
2018
Q4 		$48K Buy
+582
New +$54.6K 0.01% 360

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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Doyle Wealth Management's DGX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Quest Diagnostics (DGX) in Q3 2019, closing a stake of 583 shares — an estimated $59K sold.

Doyle Wealth Management first reported a position in DGX in Q4 2018 and held it in 2 quarters. The position peaked at $59K in Q2 2019. 676 funds tracked by Wall St. Rank hold DGX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Quest Diagnostics position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 583 Quest Diagnostics shares in Q3 2019, an estimated $59K.
  • Doyle Wealth Management first reported a position in Quest Diagnostics in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Quest Diagnostics position peaked at $59K in Q2 2019.
  • 676 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.