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Institutional & Family Asset Management’s Quest Diagnostics DGX Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$6.3K Hold
46
– – ﹤0.01% 471
2024
Q1 		$6.12K Hold
46
– – ﹤0.01% 467
2023
Q4 		$6.34K Buy
46
+24
+109% +$3.15K ﹤0.01% 453
2023
Q3 		$2.68K Hold
22
– – ﹤0.01% 535
2023
Q2 		$3.09K Hold
22
– – ﹤0.01% 537
2023
Q1 		$3.11K Sell
22
-10
-31% -$1.43K ﹤0.01% 527
2022
Q4 		$5.01K Hold
32
– – ﹤0.01% 471
2022
Q3 		$4K Hold
32
– – ﹤0.01% 506
2022
Q2 		$4K Hold
32
– – ﹤0.01% 519
2022
Q1 		$4K Hold
32
– – ﹤0.01% 578
2021
Q4 		$6K Sell
32
-15
-32% -$2.28K ﹤0.01% 521
2021
Q3 		$7K Hold
47
– – ﹤0.01% 604
2021
Q2 		$6K Buy
47
+8
+21% +$1.05K ﹤0.01% 671
2021
Q1 		$5K Hold
39
– – ﹤0.01% 681
2020
Q4 		$5K Sell
39
-22
-36% -$2.68K ﹤0.01% 636
2020
Q3 		$7K Hold
61
– – ﹤0.01% 535
2020
Q2 		$7K Sell
61
-8
-12% -$849 ﹤0.01% 531
2020
Q1 		$6K Sell
69
-14
-17% -$1.45K ﹤0.01% 518
2019
Q4 		$9K Hold
83
– – ﹤0.01% 515
2019
Q3 		$9K Sell
83
-19
-19% -$1.95K ﹤0.01% 488
2019
Q2 		$10K Buy
102
+13
+15% +$1.25K ﹤0.01% 493
2019
Q1 		$8K Buy
89
+37
+71% +$3.21K ﹤0.01% 533
2018
Q4 		$4K Hold
52
– – ﹤0.01% 604
2018
Q3 		$6K Hold
52
– – ﹤0.01% 594
2018
Q2 		$6K Hold
52
– – ﹤0.01% 591
2018
Q1 		$5K Buy
+52
New +$5.33K ﹤0.01% 588

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
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
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
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

Institutional & Family Asset Management's DGX Position: Q2 2024 in Review

Institutional & Family Asset Management held its Quest Diagnostics (DGX) position steady in Q2 2024 at 46 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Institutional & Family Asset Management first reported a position in DGX in Q1 2018 and has held it in 26 quarters since. The position peaked at $10K in Q2 2019. 837 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

  • Institutional & Family Asset Management held 46 shares of Quest Diagnostics worth $6.3K as of Q2 2024.
  • Institutional & Family Asset Management left its Quest Diagnostics share count unchanged in Q2 2024.
  • Quest Diagnostics made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #471 holding.
  • Institutional & Family Asset Management first reported a position in Quest Diagnostics in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Quest Diagnostics position peaked at $10K in Q2 2019.
  • 837 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.