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Berger Financial Group’s Quest Diagnostics DGX Stock Holding History

Berger Financial Group’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
-36,036
Closed -$5.64M – 275
2022
Q4 		$5.64M Buy
36,036
+833
+2% +$120K 0.74% 39
2022
Q3 		$4.32M Buy
35,203
+1,049
+3% +$138K 0.63% 43
2022
Q2 		$4.54M Buy
34,154
+314
+0.9% +$42.8K 0.66% 42
2022
Q1 		$4.63M Buy
+33,840
New +$4.72M 0.59% 47
2021
Q1 		– Sell
-35,008
Closed -$4.17M – 198
2020
Q4 		$4.17M Buy
+35,008
New +$4.27M 0.73% 45

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's DGX Position: Q1 2023 in Review

Berger Financial Group sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 36,036 shares — an estimated $5.64M sold.

Berger Financial Group first reported a position in DGX in Q4 2020 and held it in 5 quarters. The position peaked at $5.64M in Q4 2022. 835 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • Berger Financial Group reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • Berger Financial Group sold 36,036 Quest Diagnostics shares in Q1 2023, an estimated $5.64M.
  • Berger Financial Group first reported a position in Quest Diagnostics in Q4 2020 and held it in 5 quarters.
  • Berger Financial Group's Quest Diagnostics position peaked at $5.64M in Q4 2022.
  • 835 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Berger Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.