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Benchmark Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Benchmark Investment Advisors’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
Q3 		– Sell
-6,175
Closed -$868K – 82
2023
Q2 		$868K Hold
6,175
– – 0.8% 38
2023
Q1 		$874K Hold
6,175
– – 0.9% 37
2022
Q4 		$966K Buy
6,175
+175
+3% +$25.1K 1.02% 33
2022
Q3 		$736K Hold
6,000
– – 0.79% 41
2022
Q2 		$798K Buy
6,000
+300
+5% +$40.9K 0.83% 41
2022
Q1 		$780K Sell
5,700
-400
-7% -$55.8K 0.59% 48
2021
Q4 		$1.05M Buy
+6,100
New +$928K 0.87% 38

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benchmark Investment Advisors's DGX Position: Q3 2023 in Review

Benchmark Investment Advisors sold out of Quest Diagnostics (DGX) in Q3 2023, closing a stake of 6,175 shares — an estimated $868K sold.

Benchmark Investment Advisors first reported a position in DGX in Q4 2021 and held it in 7 quarters. The position peaked at $1.05M in Q4 2021. 794 funds tracked by Wall St. Rank hold DGX as of Q3 2023.

  • Benchmark Investment Advisors reported no remaining Quest Diagnostics position as of Q3 2023 after selling out during the quarter.
  • Benchmark Investment Advisors sold 6,175 Quest Diagnostics shares in Q3 2023, an estimated $868K.
  • Benchmark Investment Advisors first reported a position in Quest Diagnostics in Q4 2021 and held it in 7 quarters.
  • Benchmark Investment Advisors's Quest Diagnostics position peaked at $1.05M in Q4 2021.
  • 794 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2023.

Based on Benchmark Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.