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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

GYL Financial Synergies's DGX Position: Q3 2024 in Review

GYL Financial Synergies held its Quest Diagnostics (DGX) position steady in Q3 2024 at 16,670 shares worth $2.59M. The position accounts for 0.19% of the portfolio, ranked #105.

GYL Financial Synergies first reported a position in DGX in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.88M in Q4 2021. 847 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

GYL Financial Synergies held 16,670 shares of Quest Diagnostics worth $2.59M as of Q3 2024.
GYL Financial Synergies left its Quest Diagnostics share count unchanged in Q3 2024.
Quest Diagnostics made up 0.19% of GYL Financial Synergies's portfolio in Q3 2024, its #105 holding.
GYL Financial Synergies first reported a position in Quest Diagnostics in Q4 2021 and has held it in 12 quarters since.
GYL Financial Synergies's Quest Diagnostics position peaked at $2.88M in Q4 2021.
847 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.