Shine Investment Advisory Services’s Quest Diagnostics DGX Stock Holding History

Shine Investment Advisory Services’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 Q3	$14K	Hold	125	–	–	﹤0.01%	498
2020 Q2	$14K	Sell	125 -248	-66%	-$26.3K	0.01%	502
2020 Q1	$30K	Hold	373	–	–	0.01%	352
2019 Q4	$40K	Hold	373	–	–	0.02%	362
2019 Q3	$40K	Hold	373	–	–	0.02%	347
2019 Q2	$38K	Hold	373	–	–	0.02%	356
2019 Q1	$34K	Hold	373	–	–	0.02%	373
2018 Q4	$31K	Hold	373	–	–	0.02%	354
2018 Q3	$40K	Hold	373	–	–	0.02%	336
2018 Q2	$41K	Hold	373	–	–	0.02%	344
2018 Q1	$37K	Buy	373 +248	+198%	+$25.4K	0.02%	359
2017 Q4	$12K	Hold	125	–	–	0.01%	509
2017 Q3	$12K	Hold	125	–	–	0.01%	507
2017 Q2	$14K	Buy	+125	New	+$13.2K	0.01%	480

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Shine Investment Advisory Services's DGX Position: Q3 2020 in Review

Shine Investment Advisory Services held its Quest Diagnostics (DGX) position steady in Q3 2020 at 125 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Shine Investment Advisory Services first reported a position in DGX in Q2 2017 and has held it in 14 quarters since. The position peaked at $41K in Q2 2018. 758 funds tracked by Wall St. Rank hold DGX as of Q3 2020.

Shine Investment Advisory Services held 125 shares of Quest Diagnostics worth $14K as of Q3 2020.
Shine Investment Advisory Services left its Quest Diagnostics share count unchanged in Q3 2020.
Quest Diagnostics made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #498 holding.
Shine Investment Advisory Services first reported a position in Quest Diagnostics in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Quest Diagnostics position peaked at $41K in Q2 2018.
758 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.