Donoghue Forlines’s Quest Diagnostics DGX Stock Holding History

Donoghue Forlines’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 Q3	–	Sell	-4,338	Closed	-$594K	–	245
2024 Q2	$594K	Buy	+4,338	New	+$594K	0.17%	137
2023 Q1	–	Sell	-6,502	Closed	-$1.02M	–	227
2022 Q4	$1.02M	Buy	6,502 +2,777	+75%	+$399K	0.36%	85
2022 Q3	$457K	Buy	3,725 +9	+0.2%	+$1.19K	0.16%	106
2022 Q2	$494K	Sell	3,716 -4,499	-55%	-$613K	0.13%	223
2022 Q1	$1.12M	Buy	8,215 +951	+13%	+$133K	0.24%	110
2021 Q4	$1.26M	Sell	7,264 -128	-2%	-$19.5K	0.21%	90
2021 Q3	$1.07M	Sell	7,392 -1,519	-17%	-$222K	0.21%	116
2021 Q2	$1.18M	Sell	8,911 -1,091	-11%	-$143K	0.22%	106
2021 Q1	$1.28M	Buy	+10,002	New	+$1.23M	0.25%	94

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Donoghue Forlines's DGX Position: Q3 2024 in Review

Donoghue Forlines sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 4,338 shares — an estimated $594K sold.

Donoghue Forlines first reported a position in DGX in Q1 2021 and held it in 9 quarters. The position peaked at $1.28M in Q1 2021. 847 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

Donoghue Forlines reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
Donoghue Forlines sold 4,338 Quest Diagnostics shares in Q3 2024, an estimated $594K.
Donoghue Forlines first reported a position in Quest Diagnostics in Q1 2021 and held it in 9 quarters.
Donoghue Forlines's Quest Diagnostics position peaked at $1.28M in Q1 2021.
847 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on Donoghue Forlines's 13F filing for Q3 2024, filed 13 Nov 2024.