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Sage Capital Advisors’s Quest Diagnostics DGX Stock Holding History

Sage Capital 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
Q1 		– Sell
-15,843
Closed -$1.69M – 100
2019
Q4 		$1.69M Buy
15,843
+157
+1% +$16.4K 1.07% 36
2019
Q3 		$1.68M Sell
15,686
-3,140
-17% -$322K 1.27% 29
2019
Q2 		$1.9M Sell
18,826
-282
-1% -$27.1K 1.31% 27
2019
Q1 		$1.72M Buy
+19,108
New +$1.66M 1.1% 31
2017
Q3 		– Sell
-36,563
Closed -$4.06M – 86
2017
Q2 		$4.06M Buy
+36,563
New +$3.87M 2.99% 8

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sage Capital Advisors's DGX Position: Q1 2020 in Review

Sage Capital Advisors sold out of Quest Diagnostics (DGX) in Q1 2020, closing a stake of 15,843 shares — an estimated $1.69M sold.

Sage Capital Advisors first reported a position in DGX in Q2 2017 and held it in 5 quarters. The position peaked at $4.06M in Q2 2017. 714 funds tracked by Wall St. Rank hold DGX as of Q1 2020.

  • Sage Capital Advisors reported no remaining Quest Diagnostics position as of Q1 2020 after selling out during the quarter.
  • Sage Capital Advisors sold 15,843 Quest Diagnostics shares in Q1 2020, an estimated $1.69M.
  • Sage Capital Advisors first reported a position in Quest Diagnostics in Q2 2017 and held it in 5 quarters.
  • Sage Capital Advisors's Quest Diagnostics position peaked at $4.06M in Q2 2017.
  • 714 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2020.

Based on Sage Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.