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Buckingham Strategic Wealth’s Quest Diagnostics DGX Stock Holding History

Buckingham Strategic Wealth’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 		$321K Buy
2,345
+30
+1% +$4.11K ﹤0.01% 586
2024
Q1 		$308K Buy
2,315
+35
+2% +$4.54K ﹤0.01% 582
2023
Q4 		$314K Sell
2,280
-21
-0.9% -$2.76K ﹤0.01% 559
2023
Q3 		$280K Buy
2,301
+305
+15% +$40.6K ﹤0.01% 541
2023
Q2 		$281K Buy
+1,996
New +$275K ﹤0.01% 547

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buckingham Strategic Wealth's DGX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Quest Diagnostics (DGX) stake by 1.3% in Q2 2024, buying an estimated $4.11K and bringing the position to 2,345 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Buckingham Strategic Wealth first reported a position in DGX in Q2 2023 and has held it in 5 quarters since. 837 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

  • Buckingham Strategic Wealth held 2,345 shares of Quest Diagnostics worth $321K as of Q2 2024.
  • Buckingham Strategic Wealth bought 30 Quest Diagnostics shares in Q2 2024, an estimated $4.11K.
  • Quest Diagnostics made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #586 holding.
  • Buckingham Strategic Wealth first reported a position in Quest Diagnostics in Q2 2023 and has held it in 5 quarters since.
  • 837 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.