Ownership history in Clean Yield Group Β· 39 quarters on record
This page tracks every 13F SEC filing in which Clean Yield Group reported a position in QUEST DIAGNOSTICS INC COM (DGX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Clean Yield Group underperformed the S&P 500 by β2.2% annually on this DGX position. Timing score: 49% (17/35 decisions correct). Average cost basis: $95.50. Maximum drawdown during holding period: β28.1%.
β οΈ Trailed SPY by 2.2% ann. on this position.
38 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 35 add/trim decisions correct
Best entry: $67.04 (2016 Q2) Β· Worst: $188.87 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
17 adds Β· 19 trims. Bought during 6 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.29% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size