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Blueprint Investment Partners’s Quest Diagnostics DGX Stock Holding History

Blueprint 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
2023
Q1 		– Sell
-1,717
Closed -$269K – 245
2022
Q4 		$269K Buy
+1,717
New +$247K 0.06% 172
2022
Q1 		– Sell
-1,415
Closed -$245K – 217
2021
Q4 		$245K Buy
1,415
+188
+15% +$28.6K 0.06% 172
2021
Q3 		$178K Buy
+1,227
New +$180K 0.09% 139

Other funds holding DGX

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blueprint Investment Partners's DGX Position: Q1 2023 in Review

Blueprint Investment Partners sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 1,717 shares — an estimated $269K sold.

Blueprint Investment Partners first reported a position in DGX in Q3 2021 and held it in 3 quarters. The position peaked at $269K in Q4 2022. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • Blueprint Investment Partners reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 1,717 Quest Diagnostics shares in Q1 2023, an estimated $269K.
  • Blueprint Investment Partners first reported a position in Quest Diagnostics in Q3 2021 and held it in 3 quarters.
  • Blueprint Investment Partners's Quest Diagnostics position peaked at $269K in Q4 2022.
  • 834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Blueprint Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.