Drake & Associates’s Quest Diagnostics DGX Stock Holding History

Drake & Associates’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 Q2	–	Sell	-2,540	Closed	-$359K	–	78
2023 Q1	$359K	Buy	+2,540	New	+$363K	0.18%	46

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Drake & Associates's DGX Position: Q2 2023 in Review

Drake & Associates sold out of Quest Diagnostics (DGX) in Q2 2023, closing a stake of 2,540 shares — an estimated $359K sold.

Drake & Associates first reported a position in DGX in Q1 2023 and held it in 1 quarter. The position peaked at $359K in Q1 2023. 818 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

Drake & Associates reported no remaining Quest Diagnostics position as of Q2 2023 after selling out during the quarter.
Drake & Associates sold 2,540 Quest Diagnostics shares in Q2 2023, an estimated $359K.
Drake & Associates first reported a position in Quest Diagnostics in Q1 2023 and held it in 1 quarter.
Drake & Associates's Quest Diagnostics position peaked at $359K in Q1 2023.
818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on Drake & Associates's 13F filing for Q2 2023, filed 11 Jul 2023.