YorkBridge Wealth Partners’s Quest Diagnostics DGX Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-1,513	Closed	-$154K	–	284
2019 Q2	$154K	Buy	1,513 +713	+89%	+$68.5K	0.07%	220
2019 Q1	$72K	Hold	800	–	–	0.03%	323
2018 Q4	$67K	Sell	800 -249	-24%	-$23.3K	0.04%	301
2018 Q3	$114K	Hold	1,049	–	–	0.05%	262
2018 Q2	$115K	Hold	1,049	–	–	0.05%	269
2018 Q1	$105K	Sell	1,049 -60	-5%	-$6.14K	0.05%	289
2017 Q4	$111K	Sell	1,109 -20	-2%	-$1.9K	0.05%	271
2017 Q3	$106K	Sell	1,129 -59	-5%	-$6.26K	0.06%	267
2017 Q2	$131K	Hold	1,188	–	–	0.07%	217
2017 Q1	$127K	Buy	1,188 +18	+2%	+$1.72K	0.07%	216
2016 Q4	$103K	Buy	+1,170	New	+$101K	0.06%	236

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

MWNA

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

YorkBridge Wealth Partners's DGX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Quest Diagnostics (DGX) in Q3 2019, closing a stake of 1,513 shares — an estimated $154K sold.

YorkBridge Wealth Partners first reported a position in DGX in Q4 2016 and held it in 11 quarters. The position peaked at $154K in Q2 2019. 676 funds tracked by Wall St. Rank hold DGX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Quest Diagnostics position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,513 Quest Diagnostics shares in Q3 2019, an estimated $154K.
YorkBridge Wealth Partners first reported a position in Quest Diagnostics in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Quest Diagnostics position peaked at $154K in Q2 2019.
676 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.