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IMPACTfolio’s Quest Diagnostics DGX Stock Holding History

IMPACTfolio’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
Q4 		– Sell
-1,344
Closed -$209K – 53
2024
Q3 		$209K Buy
+1,344
New +$201K 0.11% 49
2024
Q1 		– Sell
-1,708
Closed -$235K – 42
2023
Q4 		$235K Buy
1,708
+59
+4% +$7.76K 0.15% 41
2023
Q3 		$201K Buy
+1,649
New +$220K 0.14% 40

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IMPACTfolio's DGX Position: Q4 2024 in Review

IMPACTfolio sold out of Quest Diagnostics (DGX) in Q4 2024, closing a stake of 1,344 shares — an estimated $209K sold.

IMPACTfolio first reported a position in DGX in Q3 2023 and held it in 3 quarters. The position peaked at $235K in Q4 2023. 895 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • IMPACTfolio reported no remaining Quest Diagnostics position as of Q4 2024 after selling out during the quarter.
  • IMPACTfolio sold 1,344 Quest Diagnostics shares in Q4 2024, an estimated $209K.
  • IMPACTfolio first reported a position in Quest Diagnostics in Q3 2023 and held it in 3 quarters.
  • IMPACTfolio's Quest Diagnostics position peaked at $235K in Q4 2023.
  • 895 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on IMPACTfolio's 13F filing for Q4 2024, filed 2 Jan 2025.