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Hoover Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Hoover 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
2021
Q2 		$53K Hold
403
– – 0.01% 269
2021
Q1 		$56K Hold
403
– – 0.01% 259
2020
Q4 		$50K Buy
+403
New +$49.1K 0.01% 243
2020
Q3 		– Sell
-403
Closed -$46K – 265
2020
Q2 		$46K Buy
+403
New +$42.7K 0.02% 195

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Hoover Financial Advisors's DGX Position: Q2 2021 in Review

Hoover Financial Advisors held its Quest Diagnostics (DGX) position steady in Q2 2021 at 403 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #269.

Hoover Financial Advisors first reported a position in DGX in Q2 2020 and has held it in 4 quarters since. The position peaked at $56K in Q1 2021. 814 funds tracked by Wall St. Rank hold DGX as of Q2 2021.

  • Hoover Financial Advisors held 403 shares of Quest Diagnostics worth $53K as of Q2 2021.
  • Hoover Financial Advisors left its Quest Diagnostics share count unchanged in Q2 2021.
  • Quest Diagnostics made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #269 holding.
  • Hoover Financial Advisors first reported a position in Quest Diagnostics in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Quest Diagnostics position peaked at $56K in Q1 2021.
  • 814 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.