DI
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Disciplined Investments’s Quest Diagnostics DGX Stock Holding History

Disciplined Investments’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
-13
Closed -$1.83K – 481
2023
Q2 		$1.83K Sell
13
-5
-28% -$689 ﹤0.01% 699
2023
Q1 		$2.55K Sell
18
-3
-14% -$429 ﹤0.01% 580
2022
Q4 		$3.29K Buy
21
+5
+31% +$719 ﹤0.01% 471
2022
Q3 		$2K Sell
16
-2
-11% -$263 ﹤0.01% 608
2022
Q2 		$2K Sell
18
-1
-5% -$136 ﹤0.01% 636
2022
Q1 		$3K Buy
+19
New +$2.65K ﹤0.01% 565

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's DGX Position: Q3 2023 in Review

Disciplined Investments sold out of Quest Diagnostics (DGX) in Q3 2023, closing a stake of 13 shares — an estimated $1.83K sold.

Disciplined Investments first reported a position in DGX in Q1 2022 and held it in 6 quarters. The position peaked at $3.29K in Q4 2022. 794 funds tracked by Wall St. Rank hold DGX as of Q3 2023.

  • Disciplined Investments reported no remaining Quest Diagnostics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 13 Quest Diagnostics shares in Q3 2023, an estimated $1.83K.
  • Disciplined Investments first reported a position in Quest Diagnostics in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Quest Diagnostics position peaked at $3.29K in Q4 2022.
  • 794 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.