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Sun Life Financial’s Quest Diagnostics DGX Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-79
Closed -$10K – 186
2021
Q1 		$10K Sell
79
-1
-1% -$123 ﹤0.01% 395
2020
Q4 		$10K Sell
80
-1
-1% -$122 ﹤0.01% 363
2020
Q3 		$9K Hold
81
– – ﹤0.01% 353
2020
Q2 		$9K Buy
81
+1
+1% +$106 ﹤0.01% 316
2020
Q1 		$6K Buy
80
+1
+1% +$104 ﹤0.01% 333
2019
Q4 		$8K Sell
79
-31
-28% -$3.23K ﹤0.01% 346
2019
Q3 		$12K Buy
110
+2
+2% +$205 ﹤0.01% 472
2019
Q2 		$11K Sell
108
-120
-53% -$11.5K ﹤0.01% 485
2019
Q1 		$21K Sell
228
-149
-40% -$12.9K ﹤0.01% 495
2018
Q4 		$31K Buy
377
+3
+0.8% +$281 0.01% 484
2018
Q3 		$40K Buy
374
+7
+2% +$768 0.01% 481
2018
Q2 		$40K Buy
367
+305
+492% +$31.8K 0.01% 464
2018
Q1 		$618 Sell
62
-235
-79% -$24.1K 0.01% 399
2017
Q4 		$29K Sell
297
-707
-70% -$67K ﹤0.01% 366
2017
Q3 		$94K Buy
1,004
+7
+0.7% +$743 0.01% 353
2017
Q2 		$111K Buy
997
+990
+14,143% +$105K 0.01% 320
2017
Q1 		$74 Hold
7
– – ﹤0.01% 456
2016
Q4 		$74 Buy
+7
New +$603 ﹤0.01% 405

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Sun Life Financial's DGX Position: Q2 2021 in Review

Sun Life Financial sold out of Quest Diagnostics (DGX) in Q2 2021, closing a stake of 79 shares — an estimated $10K sold.

Sun Life Financial first reported a position in DGX in Q4 2016 and held it in 18 quarters. The position peaked at $111K in Q2 2017. 814 funds tracked by Wall St. Rank hold DGX as of Q2 2021.

  • Sun Life Financial reported no remaining Quest Diagnostics position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 79 Quest Diagnostics shares in Q2 2021, an estimated $10K.
  • Sun Life Financial first reported a position in Quest Diagnostics in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Quest Diagnostics position peaked at $111K in Q2 2017.
  • 814 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.