Claris Advisors’s Quest Diagnostics DGX Stock Holding History

Claris 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
2024 Q4	–	Sell	-85	Closed	-$13.2K	–	355
2024 Q3	$13.2K	Buy	+85	New	+$12.7K	0.01%	206

Other funds holding DGX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claris Advisors's DGX Position: Q4 2024 in Review

Claris Advisors sold out of Quest Diagnostics (DGX) in Q4 2024, closing a stake of 85 shares — an estimated $13.2K sold.

Claris Advisors first reported a position in DGX in Q3 2024 and held it in 1 quarter. The position peaked at $13.2K in Q3 2024. 895 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

Claris Advisors reported no remaining Quest Diagnostics position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 85 Quest Diagnostics shares in Q4 2024, an estimated $13.2K.
Claris Advisors first reported a position in Quest Diagnostics in Q3 2024 and held it in 1 quarter.
Claris Advisors's Quest Diagnostics position peaked at $13.2K in Q3 2024.
895 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.