HC Financial Advisors’s Quest Diagnostics DGX Stock Holding History

HC Financial Advisors’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	$120K	Hold	899	–	–	0.08%	92
2022 Q1	$123K	Hold	899	–	–	0.07%	97
2021 Q4	$156K	Sell	899 -180	-17%	-$27.4K	0.09%	92
2021 Q3	$157K	Hold	1,079	–	–	0.09%	85
2021 Q2	$142K	Hold	1,079	–	–	0.08%	94
2021 Q1	$138K	Hold	1,079	–	–	0.08%	88
2020 Q4	$129K	Buy	1,079 +327	+43%	+$39.9K	0.08%	92
2020 Q3	$86K	Buy	752 +572	+318%	+$67.6K	0.06%	93
2020 Q2	$21K	Hold	180	–	–	0.02%	171
2020 Q1	$14K	Buy	+180	New	+$18.6K	0.01%	203

Other funds holding DGX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

HC Financial Advisors's DGX Position: Q2 2022 in Review

HC Financial Advisors held its Quest Diagnostics (DGX) position steady in Q2 2022 at 899 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #92.

HC Financial Advisors first reported a position in DGX in Q1 2020 and has held it in 10 quarters since. The position peaked at $157K in Q3 2021. 852 funds tracked by Wall St. Rank hold DGX as of Q2 2022.

HC Financial Advisors held 899 shares of Quest Diagnostics worth $120K as of Q2 2022.
HC Financial Advisors left its Quest Diagnostics share count unchanged in Q2 2022.
Quest Diagnostics made up 0.08% of HC Financial Advisors's portfolio in Q2 2022, its #92 holding.
HC Financial Advisors first reported a position in Quest Diagnostics in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Quest Diagnostics position peaked at $157K in Q3 2021.
852 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.