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Measured Wealth Private Client Group’s Quest Diagnostics DGX Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-123
Closed -$13K – 245
2018
Q3 		$13K Buy
+123
New +$13.5K 0.01% 581

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Measured Wealth Private Client Group's DGX Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Quest Diagnostics (DGX) in Q4 2018, closing a stake of 123 shares — an estimated $13K sold.

Measured Wealth Private Client Group first reported a position in DGX in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 625 funds tracked by Wall St. Rank hold DGX as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Quest Diagnostics position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 123 Quest Diagnostics shares in Q4 2018, an estimated $13K.
  • Measured Wealth Private Client Group first reported a position in Quest Diagnostics in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Quest Diagnostics position peaked at $13K in Q3 2018.
  • 625 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.