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McKinley Carter Wealth Services’s Quest Diagnostics DGX Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-520
Closed -$52K – 218
2018
Q1 		$52K Buy
+520
New +$53.3K 0.02% 257

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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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

McKinley Carter Wealth Services's DGX Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Quest Diagnostics (DGX) in Q2 2018, closing a stake of 520 shares — an estimated $52K sold.

McKinley Carter Wealth Services first reported a position in DGX in Q1 2018 and held it in 1 quarter. The position peaked at $52K in Q1 2018. 662 funds tracked by Wall St. Rank hold DGX as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Quest Diagnostics position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 520 Quest Diagnostics shares in Q2 2018, an estimated $52K.
  • McKinley Carter Wealth Services first reported a position in Quest Diagnostics in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Quest Diagnostics position peaked at $52K in Q1 2018.
  • 662 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.