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Elevatus Welath Management’s Quest Diagnostics DGX Stock Holding History

Elevatus Welath Management’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
Q4 		– Sell
-25,267
Closed -$3.92M – 109
2024
Q3 		$3.92M Sell
25,267
-43
-0.2% -$6.42K 1.28% 25
2024
Q2 		$3.46M Buy
+25,310
New +$3.47M 1.3% 28

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Elevatus Welath Management's DGX Position: Q4 2024 in Review

Elevatus Welath Management sold out of Quest Diagnostics (DGX) in Q4 2024, closing a stake of 25,267 shares — an estimated $3.92M sold.

Elevatus Welath Management first reported a position in DGX in Q2 2024 and held it in 2 quarters. The position peaked at $3.92M in Q3 2024. 895 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • Elevatus Welath Management reported no remaining Quest Diagnostics position as of Q4 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 25,267 Quest Diagnostics shares in Q4 2024, an estimated $3.92M.
  • Elevatus Welath Management first reported a position in Quest Diagnostics in Q2 2024 and held it in 2 quarters.
  • Elevatus Welath Management's Quest Diagnostics position peaked at $3.92M in Q3 2024.
  • 895 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Elevatus Welath Management's 13F filing for Q4 2024, filed 13 Feb 2025.