Valeo Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-318	Closed	-$41K	–	828
2021 Q1	$41K	Buy	318 +17	+6%	+$2.1K	﹤0.01%	947
2020 Q4	$36K	Sell	301 -12	-4%	-$1.46K	﹤0.01%	884
2020 Q3	$36K	Sell	313 -38	-11%	-$4.49K	﹤0.01%	752
2020 Q2	$40K	Buy	351 +11	+3%	+$1.17K	﹤0.01%	807
2020 Q1	$30K	Buy	+340	New	+$35.2K	﹤0.01%	760
2018 Q3	–	Sell	-4	Closed	–	–	1798
2018 Q2	$0	Buy	+4	New	+$417	﹤0.01%	1643

Other funds holding DGX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Valeo Financial Advisors's DGX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Quest Diagnostics (DGX) in Q2 2021, closing a stake of 318 shares — an estimated $41K sold.

Valeo Financial Advisors first reported a position in DGX in Q2 2018 and held it in 6 quarters. The position peaked at $41K in Q1 2021. 814 funds tracked by Wall St. Rank hold DGX as of Q2 2021.

Valeo Financial Advisors reported no remaining Quest Diagnostics position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 318 Quest Diagnostics shares in Q2 2021, an estimated $41K.
Valeo Financial Advisors first reported a position in Quest Diagnostics in Q2 2018 and held it in 6 quarters.
Valeo Financial Advisors's Quest Diagnostics position peaked at $41K in Q1 2021.
814 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.