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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 -$11 – 450
2020
Q2 		$11 Hold
100
– – ﹤0.01% 576
2020
Q1 		$8 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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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 $11 sold.

tru Independence first reported a position in DGX in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 757 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 $11.
  • 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 $8K in Q4 2019.
  • 757 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.