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Gary Goldberg Planning Services’s Quest Diagnostics DGX Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$4K Sell
58
-233
-80% -$14.7K ﹤0.01% 404
2014
Q3 		$18K Buy
+291
New +$17.9K 0.01% 323

Other funds holding DGX

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Gary Goldberg Planning Services's DGX Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Quest Diagnostics (DGX) stake by 80% in Q4 2014, selling an estimated $14.7K and leaving 58 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Gary Goldberg Planning Services first reported a position in DGX in Q3 2014 and has held it in 2 quarters since. The position peaked at $18K in Q3 2014. 517 funds tracked by Wall St. Rank hold DGX as of Q4 2014.

  • Gary Goldberg Planning Services held 58 shares of Quest Diagnostics worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services sold 233 Quest Diagnostics shares in Q4 2014, an estimated $14.7K.
  • Quest Diagnostics made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #404 holding.
  • Gary Goldberg Planning Services first reported a position in Quest Diagnostics in Q3 2014 and has held it in 2 quarters since.
  • Gary Goldberg Planning Services's Quest Diagnostics position peaked at $18K in Q3 2014.
  • 517 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.