Cutler Group’s Quest Diagnostics DGX Stock Holding History

Cutler Group’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	-1,298	Closed	-$203K	–	4042
2022 Q4	$203K	Buy	1,298 +800	+161%	+$115K	0.02%	777
2022 Q3	$61K	Sell	498 -400	-45%	-$52.7K	0.01%	1756
2022 Q2	$119K	Buy	+898	New	+$122K	0.02%	1326
2018 Q1	–	Sell	-1,493	Closed	-$153K	–	4662
2017 Q4	$147K	Sell	1,493 -4,256	-74%	-$403K	0.01%	1144
2017 Q3	$538K	Buy	5,749 +5,671	+7,271%	+$602K	0.03%	622
2017 Q2	$8K	Sell	78 -20	-20%	-$2.12K	﹤0.01%	4351
2017 Q1	$9K	Sell	98 -200	-67%	-$19.1K	﹤0.01%	4133
2016 Q4	$27K	Sell	298 -1,940	-87%	-$167K	﹤0.01%	3151
2016 Q3	$189K	Buy	+2,238	New	+$188K	0.01%	1269
2016 Q2	–	Sell	-4,785	Closed	-$364K	–	6816
2016 Q1	$341K	Buy	4,785 +3,409	+248%	+$229K	0.03%	704
2015 Q4	$97K	Buy	+1,376	New	+$92.5K	0.01%	1789

Other funds holding DGX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return