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Almanack Investment Partners’s Quest Diagnostics DGX Stock Holding History

Almanack Investment 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
2022
Q4 		– Sell
-11
Closed -$1K – 414
2022
Q3 		$1K Buy
+11
New +$1.45K ﹤0.01% 792
2020
Q4 		– Sell
-7,377
Closed -$890K – 411
2020
Q3 		$890K Buy
7,377
+11
+0.1% +$1.3K 0.11% 122
2020
Q2 		$839K Buy
7,366
+58
+0.8% +$6.15K 0.15% 77
2020
Q1 		$587K Buy
+7,308
New +$757K 0.13% 105
2019
Q1 		– Sell
-1,690
Closed -$141K – 158
2018
Q4 		$141K Sell
1,690
-199
-11% -$18.7K 0.04% 191
2018
Q3 		$184K Buy
1,889
+505
+36% +$55.4K 0.05% 188
2018
Q2 		$152K Buy
1,384
+239
+21% +$24.9K 0.07% 121
2018
Q1 		$115K Buy
+1,145
New +$117K 0.04% 170

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Almanack Investment Partners's DGX Position: Q4 2022 in Review

Almanack Investment Partners sold out of Quest Diagnostics (DGX) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Almanack Investment Partners first reported a position in DGX in Q1 2018 and held it in 8 quarters. The position peaked at $890K in Q3 2020. 879 funds tracked by Wall St. Rank hold DGX as of Q4 2022.

  • Almanack Investment Partners reported no remaining Quest Diagnostics position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 11 Quest Diagnostics shares in Q4 2022, an estimated $1K.
  • Almanack Investment Partners first reported a position in Quest Diagnostics in Q1 2018 and held it in 8 quarters.
  • Almanack Investment Partners's Quest Diagnostics position peaked at $890K in Q3 2020.
  • 879 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.