Baystate Wealth Management’s Quest Diagnostics DGX Stock Holding History

Baystate 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
2023 Q4	$1.98K	Hold	14	–	–	﹤0.01%	1062
2023 Q3	$1.75K	Hold	14	–	–	﹤0.01%	821
2023 Q2	$2.01K	Hold	14	–	–	﹤0.01%	842
2023 Q1	$2.02K	Hold	14	–	–	﹤0.01%	828
2022 Q4	$2K	Hold	14	–	–	﹤0.01%	783
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	737
2022 Q2	$2K	Hold	14	–	–	﹤0.01%	751
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	747
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	749
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	674
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	645
2021 Q1	$2K	Buy	+14	New	+$1.73K	﹤0.01%	583

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Baystate Wealth Management's DGX Position: Q4 2023 in Review

Baystate Wealth Management held its Quest Diagnostics (DGX) position steady in Q4 2023 at 14 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Baystate Wealth Management first reported a position in DGX in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.02K in Q1 2023. 826 funds tracked by Wall St. Rank hold DGX as of Q4 2023.

Baystate Wealth Management held 14 shares of Quest Diagnostics worth $1.98K as of Q4 2023.
Baystate Wealth Management left its Quest Diagnostics share count unchanged in Q4 2023.
Quest Diagnostics made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1062 holding.
Baystate Wealth Management first reported a position in Quest Diagnostics in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Quest Diagnostics position peaked at $2.02K in Q1 2023.
826 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.