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Stevens First Principles Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Stevens First Principles Investment 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
2019
Q2 		– Sell
-565
Closed -$51K – 166
2019
Q1 		$51K Buy
+565
New +$49K 0.03% 95

Other funds holding DGX

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AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Stevens First Principles Investment Advisors's DGX Position: Q2 2019 in Review

Stevens First Principles Investment Advisors sold out of Quest Diagnostics (DGX) in Q2 2019, closing a stake of 565 shares — an estimated $51K sold.

Stevens First Principles Investment Advisors first reported a position in DGX in Q1 2019 and held it in 1 quarter. The position peaked at $51K in Q1 2019. 654 funds tracked by Wall St. Rank hold DGX as of Q2 2019.

  • Stevens First Principles Investment Advisors reported no remaining Quest Diagnostics position as of Q2 2019 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 565 Quest Diagnostics shares in Q2 2019, an estimated $51K.
  • Stevens First Principles Investment Advisors first reported a position in Quest Diagnostics in Q1 2019 and held it in 1 quarter.
  • Stevens First Principles Investment Advisors's Quest Diagnostics position peaked at $51K in Q1 2019.
  • 654 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.