Wechter Feldman Wealth Management’s Quest Diagnostics DGX Stock Holding History

Wechter Feldman Wealth Management’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	$2.19M	Hold	16,564	–	–	1.53%	9
2021 Q1	$2.13M	Hold	16,564	–	–	1.57%	10
2020 Q4	$1.97M	Hold	16,564	–	–	1.46%	10
2020 Q3	$1.9M	Hold	16,564	–	–	1.49%	9
2020 Q2	$1.89M	Hold	16,564	–	–	1.71%	9
2020 Q1	$1.33M	Hold	16,564	–	–	3.25%	8
2019 Q4	$1.77M	Hold	16,564	–	–	1.18%	13
2019 Q3	$1.77M	Hold	16,564	–	–	1.12%	14
2019 Q2	$1.69M	Hold	16,564	–	–	1.12%	14
2019 Q1	$1.49M	Hold	16,564	–	–	0.97%	15
2018 Q4	$1.38M	Hold	16,564	–	–	1.33%	14
2018 Q3	$1.79M	Hold	16,564	–	–	1.09%	16
2018 Q2	$1.82M	Hold	16,564	–	–	1.25%	14
2018 Q1	$1.66M	Hold	16,564	–	–	1.17%	15
2017 Q4	$1.63M	Hold	16,564	–	–	1.14%	16
2017 Q3	$1.55M	Hold	16,564	–	–	1.19%	12
2017 Q2	$1.84M	Hold	16,564	–	–	1.48%	11
2017 Q1	$1.63M	Hold	16,564	–	–	1.12%	14
2016 Q4	$1.52M	Buy	+16,564	New	+$1.43M	1%	16

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

Wechter Feldman Wealth Management's DGX Position: Q2 2021 in Review

Wechter Feldman Wealth Management held its Quest Diagnostics (DGX) position steady in Q2 2021 at 16,564 shares worth $2.19M. The position accounts for 1.53% of the portfolio, ranked #9.

Wechter Feldman Wealth Management first reported a position in DGX in Q4 2016 and has held it in 19 quarters since. 815 funds tracked by Wall St. Rank hold DGX as of Q2 2021.

Wechter Feldman Wealth Management held 16,564 shares of Quest Diagnostics worth $2.19M as of Q2 2021.
Wechter Feldman Wealth Management left its Quest Diagnostics share count unchanged in Q2 2021.
Quest Diagnostics made up 1.53% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #9 holding.
Wechter Feldman Wealth Management first reported a position in Quest Diagnostics in Q4 2016 and has held it in 19 quarters since.
815 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.