Atticus Wealth Management’s Quest Diagnostics DGX Stock Holding History

Atticus 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
2024 Q2	–	Sell	-320	Closed	-$42.6K	–	542
2024 Q1	$42.6K	Hold	320	–	–	0.01%	262
2023 Q4	$44.1K	Hold	320	–	–	0.02%	259
2023 Q3	$39K	Hold	320	–	–	0.01%	274
2023 Q2	$45K	Sell	320 -100	-24%	-$13.8K	0.02%	269
2023 Q1	$59.4K	Hold	420	–	–	0.02%	234
2022 Q4	$65.7K	Buy	420 +70	+20%	+$10.1K	0.03%	222
2022 Q3	$47K	Hold	350	–	–	0.02%	238
2022 Q2	$47K	Hold	350	–	–	0.02%	260
2022 Q1	$48K	Hold	350	–	–	0.02%	253
2021 Q4	$61K	Hold	350	–	–	0.02%	202
2021 Q3	$51K	Hold	350	–	–	0.02%	230
2021 Q2	$46K	Hold	350	–	–	0.02%	237
2021 Q1	$45K	Sell	350 -100	-22%	-$12.3K	0.02%	220
2020 Q4	$54K	Hold	450	–	–	0.03%	203
2020 Q3	$52K	Hold	450	–	–	0.03%	174
2020 Q2	$51K	Hold	450	–	–	0.03%	170
2020 Q1	$36K	Hold	450	–	–	0.03%	180
2019 Q4	$48K	Buy	+450	New	+$46.9K	0.03%	181

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 $3.37T AUM 44.26% 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

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Atticus Wealth Management's DGX Position: Q2 2024 in Review

Atticus Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2024, closing a stake of 320 shares — an estimated $42.6K sold.

Atticus Wealth Management first reported a position in DGX in Q4 2019 and held it in 18 quarters. The position peaked at $65.7K in Q4 2022. 838 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

Atticus Wealth Management reported no remaining Quest Diagnostics position as of Q2 2024 after selling out during the quarter.
Atticus Wealth Management sold 320 Quest Diagnostics shares in Q2 2024, an estimated $42.6K.
Atticus Wealth Management first reported a position in Quest Diagnostics in Q4 2019 and held it in 18 quarters.
Atticus Wealth Management's Quest Diagnostics position peaked at $65.7K in Q4 2022.
838 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.