Gideon Capital Advisors’s Quest Diagnostics DGX Stock Holding History

Gideon Capital Advisors’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	-7,840	Closed	-$837K	–	55
2019 Q4	$837K	Buy	+7,840	New	+$818K	0.29%	128
2019 Q1	–	Sell	-4,174	Closed	-$348K	–	409
2018 Q4	$348K	Sell	4,174 -227	-5%	-$21.3K	0.14%	225
2018 Q3	$475K	Sell	4,401 -1,017	-19%	-$112K	0.22%	152
2018 Q2	$596K	Buy	5,418 +1,827	+51%	+$190K	0.3%	100
2018 Q1	$360K	Buy	3,591 +282	+9%	+$28.9K	0.22%	181
2017 Q4	$326K	Sell	3,309 -3,044	-48%	-$289K	0.29%	140
2017 Q3	$595K	Buy	+6,353	New	+$674K	0.59%	27
2017 Q2	–	Sell	-11,792	Closed	-$1.16M	–	289
2017 Q1	$1.16M	Buy	11,792 +5,310	+82%	+$506K	0.69%	12
2016 Q4	$596K	Buy	+6,482	New	+$559K	0.38%	57

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gideon Capital Advisors's DGX Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Quest Diagnostics (DGX) in Q1 2020, closing a stake of 7,840 shares — an estimated $837K sold.

Gideon Capital Advisors first reported a position in DGX in Q4 2016 and held it in 9 quarters. The position peaked at $1.16M in Q1 2017. 715 funds tracked by Wall St. Rank hold DGX as of Q1 2020.

Gideon Capital Advisors reported no remaining Quest Diagnostics position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 7,840 Quest Diagnostics shares in Q1 2020, an estimated $837K.
Gideon Capital Advisors first reported a position in Quest Diagnostics in Q4 2016 and held it in 9 quarters.
Gideon Capital Advisors's Quest Diagnostics position peaked at $1.16M in Q1 2017.
715 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.