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	-2,500	Closed	-$4K	–	4041
2022 Q4	$4K	Buy	+2,500	New	+$359K	﹤0.01%	3278
2022 Q2	–	Sell	-4,200	Closed	-$4K	–	5163
2022 Q1	$4K	Buy	+4,200	New	+$585K	﹤0.01%	4247
2021 Q4	–	Sell	-10,400	Closed	-$28K	–	5555
2021 Q3	$28K	Hold	10,400	–	–	﹤0.01%	3028
2021 Q2	$13K	Buy	+10,400	New	+$1.36M	﹤0.01%	3668
2019 Q4	–	Sell	-7,700	Closed	-$33K	–	4176
2019 Q3	$33K	Sell	7,700 -3,100	-29%	-$318K	﹤0.01%	1819
2019 Q2	$28K	Buy	+10,800	New	+$1.04M	﹤0.01%	1958
2017 Q4	–	Sell	-10,000	Closed	-$9K	–	5154
2017 Q3	$9K	Buy	+10,000	New	+$1.06M	﹤0.01%	3877
2017 Q1	–	Sell	-31,800	Closed	-$196K	–	6579
2016 Q4	$196K	Buy	31,800 +28,200	+783%	+$2.43M	0.01%	1310
2016 Q3	$7K	Sell	3,600 -1,000	-22%	-$84K	﹤0.01%	4579
2016 Q2	$14K	Buy	+4,600	New	+$350K	﹤0.01%	3745
2016 Q1	–	Sell	-16,200	Closed	-$7K	–	6678
2015 Q4	$7K	Buy	+16,200	New	+$1.09M	﹤0.01%	4525

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