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Industrial Alliance Investment Management’s Quest Diagnostics DGX Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-8,299
Closed -$1.17M – 252
2023
Q1 		$1.17M Buy
+8,299
New +$1.19M 0.03% 289
2022
Q2 		– Sell
-2,028
Closed -$278K – 394
2022
Q1 		$278K Buy
2,028
+540
+36% +$75.3K 0.01% 362
2021
Q4 		$257K Buy
+1,488
New +$226K 0.01% 345

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 $3.37T AUM 44.26% 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 $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Industrial Alliance Investment Management's DGX Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Quest Diagnostics (DGX) in Q2 2023, closing a stake of 8,299 shares — an estimated $1.17M sold.

Industrial Alliance Investment Management first reported a position in DGX in Q4 2021 and held it in 3 quarters. The position peaked at $1.17M in Q1 2023. 820 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Quest Diagnostics position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 8,299 Quest Diagnostics shares in Q2 2023, an estimated $1.17M.
  • Industrial Alliance Investment Management first reported a position in Quest Diagnostics in Q4 2021 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Quest Diagnostics position peaked at $1.17M in Q1 2023.
  • 820 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.