Lenox Wealth Management’s Quest Diagnostics DGX Stock Holding History

Lenox 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
2017 Q2	–	Sell	-55	Closed	-$5K	–	477
2017 Q1	$5K	Sell	55 -64	-54%	-$6.1K	﹤0.01%	187
2016 Q4	$11K	Buy	119 +64	+116%	+$5.52K	0.01%	164
2016 Q3	$5K	Hold	55	–	–	﹤0.01%	181
2016 Q2	$4K	Hold	55	–	–	﹤0.01%	188
2016 Q1	$4K	Hold	55	–	–	﹤0.01%	193
2015 Q4	$4K	Sell	55 -53	-49%	-$3.56K	﹤0.01%	199
2015 Q3	$7K	Hold	108	–	–	0.01%	118
2015 Q2	$8K	Hold	108	–	–	0.01%	121
2015 Q1	$8K	Hold	108	–	–	0.01%	126
2014 Q4	$7K	Hold	108	–	–	﹤0.01%	129
2014 Q3	$7K	Hold	108	–	–	﹤0.01%	135
2014 Q2	$6K	Hold	108	–	–	﹤0.01%	138
2014 Q1	$6K	Hold	108	–	–	﹤0.01%	157
2013 Q4	$6K	Buy	+108	New	+$6.41K	﹤0.01%	156

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lenox Wealth Management's DGX Position: Q2 2017 in Review

Lenox Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2017, closing a stake of 55 shares — an estimated $5K sold.

Lenox Wealth Management first reported a position in DGX in Q4 2013 and held it in 14 quarters. The position peaked at $11K in Q4 2016. 643 funds tracked by Wall St. Rank hold DGX as of Q2 2017.

Lenox Wealth Management reported no remaining Quest Diagnostics position as of Q2 2017 after selling out during the quarter.
Lenox Wealth Management sold 55 Quest Diagnostics shares in Q2 2017, an estimated $5K.
Lenox Wealth Management first reported a position in Quest Diagnostics in Q4 2013 and held it in 14 quarters.
Lenox Wealth Management's Quest Diagnostics position peaked at $11K in Q4 2016.
643 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2017.

Based on Lenox Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.