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Gupta Wealth Management’s Quest Diagnostics DGX Stock Holding History

Gupta 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
2016
Q1 		$60K Hold
839
– – 0.01% 408
2015
Q4 		$60K Hold
839
– – 0.02% 397
2015
Q3 		$52K Hold
839
– – 0.01% 444
2015
Q2 		$61K Buy
+839
New +$61.9K 0.02% 429

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gupta Wealth Management's DGX Position: Q1 2016 in Review

Gupta Wealth Management held its Quest Diagnostics (DGX) position steady in Q1 2016 at 839 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #408.

Gupta Wealth Management first reported a position in DGX in Q2 2015 and has held it in 4 quarters since. The position peaked at $61K in Q2 2015. 557 funds tracked by Wall St. Rank hold DGX as of Q1 2016.

  • Gupta Wealth Management held 839 shares of Quest Diagnostics worth $60K as of Q1 2016.
  • Gupta Wealth Management left its Quest Diagnostics share count unchanged in Q1 2016.
  • Quest Diagnostics made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #408 holding.
  • Gupta Wealth Management first reported a position in Quest Diagnostics in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Quest Diagnostics position peaked at $61K in Q2 2015.
  • 557 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.