Affiance Financial’s Quest Diagnostics DGX Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-732	Closed	-$115K	–	174
2022 Q4	$115K	Buy	+732	New	+$105K	0.05%	126

Other funds holding DGX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affiance Financial's DGX Position: Q1 2023 in Review

Affiance Financial sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 732 shares — an estimated $115K sold.

Affiance Financial first reported a position in DGX in Q4 2022 and held it in 1 quarter. The position peaked at $115K in Q4 2022. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

Affiance Financial reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 732 Quest Diagnostics shares in Q1 2023, an estimated $115K.
Affiance Financial first reported a position in Quest Diagnostics in Q4 2022 and held it in 1 quarter.
Affiance Financial's Quest Diagnostics position peaked at $115K in Q4 2022.
834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.