Carmichael Hill & Associates’s Quest Diagnostics DGX Stock Holding History

Carmichael Hill & Associates’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 Q1	–	Sell	-82	Closed	-$11.3K	–	775
2023 Q4	$11.3K	Hold	82	–	–	﹤0.01%	559
2023 Q3	$9.99K	Hold	82	–	–	﹤0.01%	565
2023 Q2	$11.5K	Hold	82	–	–	0.01%	548
2023 Q1	$11.6K	Hold	82	–	–	0.01%	535
2022 Q4	$12.8K	Hold	82	–	–	0.01%	514
2022 Q3	$10K	Hold	82	–	–	0.01%	559
2022 Q2	$11K	Hold	82	–	–	0.01%	535
2022 Q1	$11K	Hold	82	–	–	0.01%	585
2021 Q4	$14K	Hold	82	–	–	0.01%	561
2021 Q3	$12K	Hold	82	–	–	0.01%	576
2021 Q2	$11K	Hold	82	–	–	0.01%	586
2021 Q1	$11K	Hold	82	–	–	0.01%	575
2020 Q4	$10K	Hold	82	–	–	0.01%	559
2020 Q3	$9K	Buy	+82	New	+$9.69K	0.01%	537

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Carmichael Hill & Associates's DGX Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of Quest Diagnostics (DGX) in Q1 2024, closing a stake of 82 shares — an estimated $11.3K sold.

Carmichael Hill & Associates first reported a position in DGX in Q3 2020 and held it in 14 quarters. The position peaked at $14K in Q4 2021. 819 funds tracked by Wall St. Rank hold DGX as of Q1 2024.

Carmichael Hill & Associates reported no remaining Quest Diagnostics position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 82 Quest Diagnostics shares in Q1 2024, an estimated $11.3K.
Carmichael Hill & Associates first reported a position in Quest Diagnostics in Q3 2020 and held it in 14 quarters.
Carmichael Hill & Associates's Quest Diagnostics position peaked at $14K in Q4 2021.
819 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.