SWS Partners’s Quest Diagnostics DGX Stock Holding History

SWS Partners’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
2018 Q1	–	Sell	-70	Closed	-$7K	–	385
2017 Q4	$7K	Buy	+70	New	+$6.64K	0.01%	286

Other funds holding DGX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SWS Partners's DGX Position: Q1 2018 in Review

SWS Partners sold out of Quest Diagnostics (DGX) in Q1 2018, closing a stake of 70 shares — an estimated $7K sold.

SWS Partners first reported a position in DGX in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 652 funds tracked by Wall St. Rank hold DGX as of Q1 2018.

SWS Partners reported no remaining Quest Diagnostics position as of Q1 2018 after selling out during the quarter.
SWS Partners sold 70 Quest Diagnostics shares in Q1 2018, an estimated $7K.
SWS Partners first reported a position in Quest Diagnostics in Q4 2017 and held it in 1 quarter.
SWS Partners's Quest Diagnostics position peaked at $7K in Q4 2017.
652 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.