Creative Financial Designs’s Quest Diagnostics DGX Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-10	Closed	-$1.41K	–	1515
2023 Q2	$1.41K	Sell	10 -331	-97%	-$45.6K	﹤0.01%	1345
2023 Q1	$48.2K	Buy	341 +331	+3,310%	+$47.4K	0.01%	611
2022 Q4	$1.56K	Hold	10	–	–	﹤0.01%	1176
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1219
2022 Q2	$1K	Buy	+10	New	+$1.36K	﹤0.01%	1180
2021 Q4	–	Sell	-11	Closed	-$2K	–	1255
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	1296
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	1373
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	1258
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	1176
2020 Q3	$1K	Sell	11 -100	-90%	-$11.8K	﹤0.01%	1146
2020 Q2	$13K	Buy	+111	New	+$11.8K	﹤0.01%	685

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Creative Financial Designs's DGX Position: Q3 2023 in Review

Creative Financial Designs sold out of Quest Diagnostics (DGX) in Q3 2023, closing a stake of 10 shares — an estimated $1.41K sold.

Creative Financial Designs first reported a position in DGX in Q2 2020 and held it in 11 quarters. The position peaked at $48.2K in Q1 2023. 794 funds tracked by Wall St. Rank hold DGX as of Q3 2023.

Creative Financial Designs reported no remaining Quest Diagnostics position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 10 Quest Diagnostics shares in Q3 2023, an estimated $1.41K.
Creative Financial Designs first reported a position in Quest Diagnostics in Q2 2020 and held it in 11 quarters.
Creative Financial Designs's Quest Diagnostics position peaked at $48.2K in Q1 2023.
794 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.