GYL Financial Synergies’s Quest Diagnostics DGX Stock Holding History

GYL Financial Synergies’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	$2.59M	Hold	16,670	–	–	0.19%	105
2024 Q2	$2.28M	Buy	16,670 +12	+0.1%	+$1.64K	0.18%	110
2024 Q1	$2.22M	Sell	16,658 -162	-1%	-$21K	0.17%	114
2023 Q4	$2.32M	Sell	16,820 -159	-0.9%	-$20.9K	0.19%	109
2023 Q3	$2.07M	Sell	16,979 -167	-1%	-$22.3K	0.2%	108
2023 Q2	$2.41M	Buy	17,146 +500	+3%	+$68.9K	0.22%	96
2023 Q1	$2.36M	Sell	16,646 -10	-0.1%	-$1.43K	0.28%	71
2022 Q4	$2.61M	Buy	16,656 +14	+0.1%	+$2.01K	0.56%	33
2022 Q3	$2.04M	Hold	16,642	–	–	0.56%	30
2022 Q2	$2.21M	Hold	16,642	–	–	0.6%	25
2022 Q1	$2.28M	Hold	16,642	–	–	0.55%	24
2021 Q4	$2.88M	Buy	+16,642	New	+$2.53M	0.78%	25

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 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