Harel Insurance Investments & Financial Services’s Quest Diagnostics DGX Stock Holding History

Harel Insurance Investments & Financial Services’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
2023 Q4	–	Sell	-217	Closed	-$27K	–	622
2023 Q3	$27K	Sell	217 -283	-57%	-$37.7K	﹤0.01%	521
2023 Q2	$71K	Hold	500	–	–	﹤0.01%	431
2023 Q1	$70K	Hold	500	–	–	﹤0.01%	449
2022 Q4	$78K	Buy	500 +271	+118%	+$38.9K	﹤0.01%	406
2022 Q3	$29K	Hold	229	–	–	﹤0.01%	560
2022 Q2	$30K	Hold	229	–	–	﹤0.01%	594
2022 Q1	$31K	Hold	229	–	–	﹤0.01%	596
2021 Q4	$39K	Hold	229	–	–	﹤0.01%	622
2021 Q3	$33K	Hold	229	–	–	﹤0.01%	568
2021 Q2	$99K	Hold	229	–	–	﹤0.01%	639
2021 Q1	$98K	Hold	229	–	–	﹤0.01%	615
2020 Q4	$88K	Buy	+229	New	+$27.9K	﹤0.01%	563

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

DSA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harel Insurance Investments & Financial Services's DGX Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Quest Diagnostics (DGX) in Q4 2023, closing a stake of 217 shares — an estimated $27K sold.

Harel Insurance Investments & Financial Services first reported a position in DGX in Q4 2020 and held it in 12 quarters. The position peaked at $99K in Q2 2021. 827 funds tracked by Wall St. Rank hold DGX as of Q4 2023.

Harel Insurance Investments & Financial Services reported no remaining Quest Diagnostics position as of Q4 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 217 Quest Diagnostics shares in Q4 2023, an estimated $27K.
Harel Insurance Investments & Financial Services first reported a position in Quest Diagnostics in Q4 2020 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's Quest Diagnostics position peaked at $99K in Q2 2021.
827 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.