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Legacy Capital Partners’s Quest Diagnostics DGX Stock Holding History

Legacy Capital Partners’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
-1,950
Closed -$208K – 142
2019
Q4 		$208K Hold
1,950
– – 0.08% 153
2019
Q3 		$209K Sell
1,950
-126
-6% -$12.9K 0.09% 143
2019
Q2 		$211K Buy
+2,076
New +$199K 0.09% 135
2018
Q4 		– Sell
-2,259
Closed -$243K – 127
2018
Q3 		$243K Buy
2,259
+316
+16% +$34.7K 0.11% 121
2018
Q2 		$214K Buy
+1,943
New +$202K 0.1% 120

Other funds holding DGX

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Partners's DGX Position: Q1 2020 in Review

Legacy Capital Partners sold out of Quest Diagnostics (DGX) in Q1 2020, closing a stake of 1,950 shares — an estimated $208K sold.

Legacy Capital Partners first reported a position in DGX in Q2 2018 and held it in 5 quarters. The position peaked at $243K in Q3 2018. 714 funds tracked by Wall St. Rank hold DGX as of Q1 2020.

  • Legacy Capital Partners reported no remaining Quest Diagnostics position as of Q1 2020 after selling out during the quarter.
  • Legacy Capital Partners sold 1,950 Quest Diagnostics shares in Q1 2020, an estimated $208K.
  • Legacy Capital Partners first reported a position in Quest Diagnostics in Q2 2018 and held it in 5 quarters.
  • Legacy Capital Partners's Quest Diagnostics position peaked at $243K in Q3 2018.
  • 714 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2020.

Based on Legacy Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.