GI
DGX icon

Gradient Investments’s Quest Diagnostics DGX Stock Holding History

Gradient Investments’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
-3
Closed -$411 – 543
2024
Q2 		$411 Hold
3
– – ﹤0.01% 1208
2024
Q1 		$399 Sell
3
-11
-79% -$1.43K ﹤0.01% 1046
2023
Q4 		$1.93K Sell
14
-6
-30% -$789 ﹤0.01% 1239
2023
Q3 		$2.44K Hold
20
– – ﹤0.01% 1128
2023
Q2 		$2.81K Buy
20
+7
+54% +$965 ﹤0.01% 1082
2023
Q1 		$1.84K Sell
13
-1
-7% -$143 ﹤0.01% 1119
2022
Q4 		$2.19K Sell
14
-55
-80% -$7.9K ﹤0.01% 1072
2022
Q3 		$8K Buy
69
+46
+200% +$6.06K ﹤0.01% 843
2022
Q2 		$3K Sell
23
-11
-32% -$1.5K ﹤0.01% 974
2022
Q1 		$5K Hold
34
– – ﹤0.01% 878
2021
Q4 		$6K Sell
34
-10
-23% -$1.52K ﹤0.01% 895
2021
Q3 		$6K Sell
44
-59
-57% -$8.63K ﹤0.01% 852
2021
Q2 		$14K Sell
103
-25
-20% -$3.27K ﹤0.01% 697
2021
Q1 		$16K Sell
128
-78,258
-100% -$9.64M ﹤0.01% 659
2020
Q4 		$8.97M Sell
78,386
-1,163
-1% -$142K 0.38% 75
2020
Q3 		$9.11M Sell
79,549
-15,493
-16% -$1.83M 0.38% 75
2020
Q2 		$10.8M Buy
95,042
+94,977
+146,118% +$10.1M 0.49% 55
2020
Q1 		$5K Hold
65
– – ﹤0.01% 767
2019
Q4 		$7K Buy
65
+59
+983% +$6.15K ﹤0.01% 760
2019
Q3 		$1K Buy
+6
New +$616 ﹤0.01% 983
2015
Q2 		– Sell
-41
Closed -$3K – 637
2015
Q1 		$3K Hold
41
– – ﹤0.01% 506
2014
Q4 		$3K Buy
+41
New +$2.59K ﹤0.01% 455

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Gradient Investments's DGX Position: Q3 2024 in Review

Gradient Investments sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 3 shares — an estimated $411 sold.

Gradient Investments first reported a position in DGX in Q4 2014 and held it in 22 quarters. The position peaked at $10.8M in Q2 2020. 847 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • Gradient Investments reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3 Quest Diagnostics shares in Q3 2024, an estimated $411.
  • Gradient Investments first reported a position in Quest Diagnostics in Q4 2014 and held it in 22 quarters.
  • Gradient Investments's Quest Diagnostics position peaked at $10.8M in Q2 2020.
  • 847 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.