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First Personal Financial Services’s Quest Diagnostics DGX Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-8
Closed -$1K – 351
2019
Q4 		$1K Sell
8
-467
-98% -$48.7K ﹤0.01% 414
2019
Q3 		$51K Sell
475
-39
-8% -$4K 0.02% 243
2019
Q2 		$52K Sell
514
-141
-22% -$13.5K 0.01% 276
2019
Q1 		$59K Buy
655
+238
+57% +$20.6K 0.02% 250
2018
Q4 		$35K Sell
417
-4
-1% -$375 0.01% 309
2018
Q3 		$45K Buy
421
+66
+19% +$7.24K 0.01% 302
2018
Q2 		$39K Sell
355
-54
-13% -$5.63K 0.01% 305
2018
Q1 		$41K Buy
409
+5
+1% +$512 0.01% 477
2017
Q4 		$40K Buy
404
+214
+113% +$20.3K 0.01% 519
2017
Q3 		$18K Hold
190
– – ﹤0.01% 604
2017
Q2 		$21K Hold
190
– – ﹤0.01% 572
2017
Q1 		$19K Hold
190
– – ﹤0.01% 574
2016
Q4 		$17K Hold
190
– – ﹤0.01% 577
2016
Q3 		$16K Hold
190
– – ﹤0.01% 476
2016
Q2 		$15K Buy
+190
New +$14.5K 0.01% 469
2016
Q1 		– Sell
-135
Closed -$10K – 329
2015
Q4 		$10K Hold
135
– – 0.01% 296
2015
Q3 		$9K Hold
135
– – 0.01% 288
2015
Q2 		$10K Hold
135
– – 0.01% 278
2015
Q1 		$11K Hold
135
– – 0.01% 269
2014
Q4 		$9K Buy
+135
New +$8.52K 0.01% 262

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Personal Financial Services's DGX Position: Q1 2020 in Review

First Personal Financial Services sold out of Quest Diagnostics (DGX) in Q1 2020, closing a stake of 8 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in DGX in Q4 2014 and held it in 20 quarters. The position peaked at $59K in Q1 2019. 714 funds tracked by Wall St. Rank hold DGX as of Q1 2020.

  • First Personal Financial Services reported no remaining Quest Diagnostics position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 8 Quest Diagnostics shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Quest Diagnostics in Q4 2014 and held it in 20 quarters.
  • First Personal Financial Services's Quest Diagnostics position peaked at $59K in Q1 2019.
  • 714 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.