Meridian Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Meridian Wealth 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
2021 Q2	–	Sell	-516	Closed	-$66K	–	401
2021 Q1	$66K	Buy	516 +6	+1%	+$739	0.02%	134
2020 Q4	$61K	Buy	510 +1	+0.2%	+$122	0.03%	127
2020 Q3	$58K	Buy	509 +2	+0.4%	+$236	0.03%	121
2020 Q2	$58K	Buy	507 +1	+0.2%	+$106	0.03%	117
2020 Q1	$41K	Buy	506 +5	+1%	+$518	0.02%	134
2019 Q4	$54K	Buy	+501	New	+$52.2K	0.03%	129

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

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

DSA

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Meridian Wealth Partners's DGX Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Quest Diagnostics (DGX) in Q2 2021, closing a stake of 516 shares — an estimated $66K sold.

Meridian Wealth Partners first reported a position in DGX in Q4 2019 and held it in 6 quarters. The position peaked at $66K in Q1 2021. 814 funds tracked by Wall St. Rank hold DGX as of Q2 2021.

Meridian Wealth Partners reported no remaining Quest Diagnostics position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 516 Quest Diagnostics shares in Q2 2021, an estimated $66K.
Meridian Wealth Partners first reported a position in Quest Diagnostics in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Quest Diagnostics position peaked at $66K in Q1 2021.
814 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.