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Squar Milner Financial Services’s Quest Diagnostics DGX Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-25
Closed -$2K – 330
2020
Q1 		$2K Hold
25
– – ﹤0.01% 663
2019
Q4 		$2K Buy
+25
New +$2.61K ﹤0.01% 737
2019
Q3 		– Sell
-25
Closed -$3K – 334
2019
Q2 		$3K Buy
+25
New +$2.4K ﹤0.01% 658

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's DGX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Quest Diagnostics (DGX) in Q2 2020, closing a stake of 25 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in DGX in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 749 funds tracked by Wall St. Rank hold DGX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Quest Diagnostics position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 25 Quest Diagnostics shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Quest Diagnostics in Q2 2019 and held it in 3 quarters.
  • Squar Milner Financial Services's Quest Diagnostics position peaked at $3K in Q2 2019.
  • 749 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.