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Freedman Financial Associates’s Quest Diagnostics DGX Stock Holding History

Freedman Financial 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
2022
Q2 		– Sell
-350
Closed -$47K – 96
2022
Q1 		$47K Hold
350
– – 0.03% 206
2021
Q4 		$61K Hold
350
– – 0.04% 174
2021
Q3 		$51K Hold
350
– – 0.04% 192
2021
Q2 		$46K Hold
350
– – 0.03% 202
2021
Q1 		$45K Hold
350
– – 0.04% 203
2020
Q4 		$42K Buy
+350
New +$42.7K 0.04% 204

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Freedman Financial Associates's DGX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Quest Diagnostics (DGX) in Q2 2022, closing a stake of 350 shares — an estimated $47K sold.

Freedman Financial Associates first reported a position in DGX in Q4 2020 and held it in 6 quarters. The position peaked at $61K in Q4 2021. 851 funds tracked by Wall St. Rank hold DGX as of Q2 2022.

  • Freedman Financial Associates reported no remaining Quest Diagnostics position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 350 Quest Diagnostics shares in Q2 2022, an estimated $47K.
  • Freedman Financial Associates first reported a position in Quest Diagnostics in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Quest Diagnostics position peaked at $61K in Q4 2021.
  • 851 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.