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tru Independence’s Quest Diagnostics DGX Stock Holding History

tru Independence’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 		– Sell
-100
Closed -$11K – 450
2020
Q2 		$11K Hold
100
– – ﹤0.01% 576
2020
Q1 		$8K Hold
100
– – ﹤0.01% 457
2019
Q4 		$8K Buy
+100
New +$10.4K ﹤0.01% 589

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

tru Independence's DGX Position: Q3 2020 in Review

tru Independence sold out of Quest Diagnostics (DGX) in Q3 2020, closing a stake of 100 shares — an estimated $11K sold.

tru Independence first reported a position in DGX in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q2 2020. 758 funds tracked by Wall St. Rank hold DGX as of Q3 2020.

  • tru Independence reported no remaining Quest Diagnostics position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 100 Quest Diagnostics shares in Q3 2020, an estimated $11K.
  • tru Independence first reported a position in Quest Diagnostics in Q4 2019 and held it in 3 quarters.
  • tru Independence's Quest Diagnostics position peaked at $11K in Q2 2020.
  • 758 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.