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JOYN Advisors’s Quest Diagnostics DGX Stock Holding History

JOYN 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
2019
Q1 		– Sell
-442
Closed -$37K – 439
2018
Q4 		$37K Sell
442
-26
-6% -$2.44K 0.01% 438
2018
Q3 		$51K Buy
468
+4
+0.9% +$439 0.01% 383
2018
Q2 		$51K Sell
464
-184
-28% -$19.2K 0.01% 387
2018
Q1 		$65K Buy
+648
New +$66.4K 0.01% 391

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's DGX Position: Q1 2019 in Review

JOYN Advisors sold out of Quest Diagnostics (DGX) in Q1 2019, closing a stake of 442 shares — an estimated $37K sold.

JOYN Advisors first reported a position in DGX in Q1 2018 and held it in 4 quarters. The position peaked at $65K in Q1 2018. 656 funds tracked by Wall St. Rank hold DGX as of Q1 2019.

  • JOYN Advisors reported no remaining Quest Diagnostics position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 442 Quest Diagnostics shares in Q1 2019, an estimated $37K.
  • JOYN Advisors first reported a position in Quest Diagnostics in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Quest Diagnostics position peaked at $65K in Q1 2018.
  • 656 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.