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Peachtree Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-400
Closed -$29K – 137
2015
Q2 		$29K Hold
400
– – 0.02% 215
2015
Q1 		$31K Hold
400
– – 0.02% 217
2014
Q4 		$27K Hold
400
– – 0.02% 238
2014
Q3 		$24K Buy
+400
New +$24.6K 0.02% 250

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Peachtree Investment Advisors's DGX Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Quest Diagnostics (DGX) in Q3 2015, closing a stake of 400 shares — an estimated $29K sold.

Peachtree Investment Advisors first reported a position in DGX in Q3 2014 and held it in 4 quarters. The position peaked at $31K in Q1 2015. 540 funds tracked by Wall St. Rank hold DGX as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Quest Diagnostics position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 400 Quest Diagnostics shares in Q3 2015, an estimated $29K.
  • Peachtree Investment Advisors first reported a position in Quest Diagnostics in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Quest Diagnostics position peaked at $31K in Q1 2015.
  • 540 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.