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Financial Gravity Companies’s Quest Diagnostics DGX Stock Holding History

Financial Gravity Companies’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 		$2.11K Hold
14
– – ﹤0.01% 756
2024
Q3 		$2.17K Buy
+14
New +$2.09K ﹤0.01% 499
2018
Q4 		$14K Buy
+165
New +$15.5K 0.01% 526
2018
Q1 		$10K Buy
97
+95
+4,750% +$9.73K 0.01% 586
2017
Q4 		$0 Buy
+2
New +$190 ﹤0.01% 1375

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

Financial Gravity Companies's DGX Position: Q4 2024 in Review

Financial Gravity Companies held its Quest Diagnostics (DGX) position steady in Q4 2024 at 14 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Financial Gravity Companies first reported a position in DGX in Q4 2017 and has held it in 5 quarters since. The position peaked at $14K in Q4 2018. 895 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • Financial Gravity Companies held 14 shares of Quest Diagnostics worth $2.11K as of Q4 2024.
  • Financial Gravity Companies left its Quest Diagnostics share count unchanged in Q4 2024.
  • Quest Diagnostics made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #756 holding.
  • Financial Gravity Companies first reported a position in Quest Diagnostics in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's Quest Diagnostics position peaked at $14K in Q4 2018.
  • 895 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.