Lenox Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Sell	8 -84	-91%	-$11.7K	﹤0.01%	697
2021 Q4	$16K	Hold	92	–	–	﹤0.01%	433
2021 Q3	$13K	Buy	92 +5	+6%	+$732	﹤0.01%	433
2021 Q2	$11K	Hold	87	–	–	﹤0.01%	462
2021 Q1	$11K	Sell	87 -81	-48%	-$9.98K	﹤0.01%	396
2020 Q4	$20K	Buy	+168	New	+$20.5K	﹤0.01%	314
2020 Q2	–	Sell	-3	Closed	–	–	635
2020 Q1	$0	Hold	3	–	–	﹤0.01%	800
2019 Q4	$0	Hold	3	–	–	﹤0.01%	746
2019 Q3	$0	Hold	3	–	–	﹤0.01%	621
2019 Q2	$0	Buy	+3	New	+$288	﹤0.01%	452
2015 Q4	–	Sell	-43	Closed	-$3K	–	517
2015 Q3	$3K	Buy	+43	New	+$3.01K	﹤0.01%	301
2014 Q1	–	Sell	-38	Closed	-$2K	–	226
2013 Q4	$2K	Buy	+38	New	+$2.25K	﹤0.01%	297

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Lenox Wealth Advisors's DGX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Quest Diagnostics (DGX) stake by 91% in Q1 2022, selling an estimated $11.7K and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Lenox Wealth Advisors first reported a position in DGX in Q4 2013 and has held it in 12 quarters since. The position peaked at $20K in Q4 2020. 852 funds tracked by Wall St. Rank hold DGX as of Q1 2022.

Lenox Wealth Advisors held 8 shares of Quest Diagnostics worth $1K as of Q1 2022.
Lenox Wealth Advisors sold 84 Quest Diagnostics shares in Q1 2022, an estimated $11.7K.
Quest Diagnostics made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #697 holding.
Lenox Wealth Advisors first reported a position in Quest Diagnostics in Q4 2013 and has held it in 12 quarters since.
Lenox Wealth Advisors's Quest Diagnostics position peaked at $20K in Q4 2020.
852 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.