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InceptionR’s Quest Diagnostics DGX Stock Holding History

InceptionR’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
Q1 		– Sell
-2,023
Closed -$279K – 614
2023
Q4 		$279K Buy
+2,023
New +$266K 0.2% 237
2023
Q3 		– Sell
-1,806
Closed -$254K – 438
2023
Q2 		$254K Buy
+1,806
New +$249K 0.14% 309
2023
Q1 		– Sell
-2,111
Closed -$330K – 465
2022
Q4 		$330K Buy
+2,111
New +$303K 0.17% 256

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

InceptionR's DGX Position: Q1 2024 in Review

InceptionR sold out of Quest Diagnostics (DGX) in Q1 2024, closing a stake of 2,023 shares — an estimated $279K sold.

InceptionR first reported a position in DGX in Q4 2022 and held it in 3 quarters. The position peaked at $330K in Q4 2022. 819 funds tracked by Wall St. Rank hold DGX as of Q1 2024.

  • InceptionR reported no remaining Quest Diagnostics position as of Q1 2024 after selling out during the quarter.
  • InceptionR sold 2,023 Quest Diagnostics shares in Q1 2024, an estimated $279K.
  • InceptionR first reported a position in Quest Diagnostics in Q4 2022 and held it in 3 quarters.
  • InceptionR's Quest Diagnostics position peaked at $330K in Q4 2022.
  • 819 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2024.

Based on InceptionR's 13F filing for Q1 2024, filed 9 May 2024.