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Rational Advisors’s Quest Diagnostics DGX Stock Holding History

Rational 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
2020
Q4 		– Sell
-787
Closed -$91K – 305
2020
Q3 		$91K Buy
787
+720
+1,075% +$85.1K 0.04% 165
2020
Q2 		$8K Buy
+67
New +$7.11K ﹤0.01% 383
2020
Q1 		– Sell
-237
Closed -$25K – 252
2019
Q4 		$25K Sell
237
-14
-6% -$1.46K 0.01% 403
2019
Q3 		$27K Buy
251
+85
+51% +$8.73K 0.01% 429
2019
Q2 		$17K Buy
166
+131
+374% +$12.6K 0.01% 455
2019
Q1 		$3K Sell
35
-366
-91% -$31.7K ﹤0.01% 483
2018
Q4 		$33K Sell
401
-20
-5% -$1.88K 0.01% 322
2018
Q3 		$45K Buy
+421
New +$46.2K 0.01% 296
2016
Q4 		– Sell
-6,800
Closed -$575K – 235
2016
Q3 		$575K Hold
6,800
– – 0.38% 98
2016
Q2 		$554K Hold
6,800
– – 0.38% 78
2016
Q1 		$486K Buy
+6,800
New +$456K 0.32% 93
2013
Q4 		$1.01M Sell
18,800
-1,860
-9% -$110K 0.09% 286
2013
Q3 		$1.28M Buy
20,660
+93
+0.5% +$5.57K 0.1% 294
2013
Q2 		$1.25M Buy
+20,567
New +$1.23M 0.1% 297

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's DGX Position: Q4 2020 in Review

Rational Advisors sold out of Quest Diagnostics (DGX) in Q4 2020, closing a stake of 787 shares — an estimated $91K sold.

Rational Advisors first reported a position in DGX in Q2 2013 and held it in 14 quarters. The position peaked at $1.28M in Q3 2013. 811 funds tracked by Wall St. Rank hold DGX as of Q4 2020.

  • Rational Advisors reported no remaining Quest Diagnostics position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 787 Quest Diagnostics shares in Q4 2020, an estimated $91K.
  • Rational Advisors first reported a position in Quest Diagnostics in Q2 2013 and held it in 14 quarters.
  • Rational Advisors's Quest Diagnostics position peaked at $1.28M in Q3 2013.
  • 811 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.