Harvest Group Wealth Management’s Quest Diagnostics DGX Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-926	Closed	-$110K	–	199
2020 Q4	$110K	Buy	926 +1	+0.1%	+$122	0.07%	63
2020 Q3	$106K	Hold	925	–	–	0.07%	56
2020 Q2	$105K	Hold	925	–	–	0.09%	52
2020 Q1	$74K	Hold	925	–	–	0.07%	66
2019 Q4	$98K	Buy	925 +4	+0.4%	+$417	0.09%	58
2019 Q3	$99K	Buy	921 +5	+0.5%	+$513	0.12%	55
2019 Q2	$93K	Buy	916 +5	+0.5%	+$480	0.12%	48
2019 Q1	$82K	Buy	+911	New	+$78.9K	0.08%	66

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Harvest Group Wealth Management's DGX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Quest Diagnostics (DGX) in Q1 2021, closing a stake of 926 shares — an estimated $110K sold.

Harvest Group Wealth Management first reported a position in DGX in Q1 2019 and held it in 8 quarters. The position peaked at $110K in Q4 2020. 817 funds tracked by Wall St. Rank hold DGX as of Q1 2021.

Harvest Group Wealth Management reported no remaining Quest Diagnostics position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 926 Quest Diagnostics shares in Q1 2021, an estimated $110K.
Harvest Group Wealth Management first reported a position in Quest Diagnostics in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Quest Diagnostics position peaked at $110K in Q4 2020.
817 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.