Proficio Capital Partners’s Quest Diagnostics DGX Stock Holding History

Proficio Capital 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
2019 Q3	–	Sell	-770	Closed	-$78K	–	500
2019 Q2	$78K	Buy	770 +230	+43%	+$22.1K	0.03%	258
2019 Q1	$49K	Buy	540 +414	+329%	+$35.9K	0.02%	348
2018 Q4	$10K	Buy	126 +18	+17%	+$1.69K	﹤0.01%	736
2018 Q3	$12K	Sell	108 -15	-12%	-$1.65K	﹤0.01%	752
2018 Q2	$14K	Hold	123	–	–	0.01%	709
2018 Q1	$12K	Hold	123	–	–	﹤0.01%	751
2017 Q4	$12K	Sell	123 -4	-3%	-$379	﹤0.01%	745
2017 Q3	$12K	Hold	127	–	–	﹤0.01%	727
2017 Q2	$14K	Sell	127 -4	-3%	-$423	0.01%	705
2017 Q1	$14K	Buy	131 +16	+14%	+$1.52K	0.01%	717
2016 Q4	$11K	Buy	115 +90	+360%	+$7.76K	﹤0.01%	581
2016 Q3	$2K	Hold	25	–	–	﹤0.01%	850
2016 Q2	$2K	Buy	25 +10	+67%	+$761	﹤0.01%	815
2016 Q1	$1K	Sell	15 -26	-63%	-$1.74K	﹤0.01%	855
2015 Q4	$3K	Buy	+41	New	+$2.76K	﹤0.01%	541

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

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

FMI

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

DSA

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Proficio Capital Partners's DGX Position: Q3 2019 in Review

Proficio Capital Partners sold out of Quest Diagnostics (DGX) in Q3 2019, closing a stake of 770 shares — an estimated $78K sold.

Proficio Capital Partners first reported a position in DGX in Q4 2015 and held it in 15 quarters. The position peaked at $78K in Q2 2019. 676 funds tracked by Wall St. Rank hold DGX as of Q3 2019.

Proficio Capital Partners reported no remaining Quest Diagnostics position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 770 Quest Diagnostics shares in Q3 2019, an estimated $78K.
Proficio Capital Partners first reported a position in Quest Diagnostics in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Quest Diagnostics position peaked at $78K in Q2 2019.
676 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.