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Kaizen Advisory’s Quest Diagnostics DGX Stock Holding History

Kaizen Advisory’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
2018
Q4 		$29K Buy
351
+48
+16% +$4.5K 0.02% 439
2018
Q3 		$33K Hold
303
– – 0.02% 430
2018
Q2 		$33K Buy
303
+170
+128% +$17.7K 0.02% 429
2018
Q1 		$13K Hold
133
– – 0.01% 420
2017
Q4 		$13K Buy
+133
New +$12.6K 0.01% 417

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaizen Advisory's DGX Position: Q4 2018 in Review

Kaizen Advisory increased its Quest Diagnostics (DGX) stake by 16% in Q4 2018, buying an estimated $4.5K and bringing the position to 351 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #439.

Kaizen Advisory first reported a position in DGX in Q4 2017 and has held it in 5 quarters since. The position peaked at $33K in Q3 2018. 624 funds tracked by Wall St. Rank hold DGX as of Q4 2018.

  • Kaizen Advisory held 351 shares of Quest Diagnostics worth $29K as of Q4 2018.
  • Kaizen Advisory bought 48 Quest Diagnostics shares in Q4 2018, an estimated $4.5K.
  • Quest Diagnostics made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #439 holding.
  • Kaizen Advisory first reported a position in Quest Diagnostics in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Quest Diagnostics position peaked at $33K in Q3 2018.
  • 624 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.