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Janiczek Wealth Management’s Quest Diagnostics DGX Stock Holding History

Janiczek Wealth 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 		$12.2K Sell
89
-5
-5% -$685 ﹤0.01% 634
2024
Q1 		$12.5K Sell
94
-2
-2% -$259 ﹤0.01% 641
2023
Q4 		$13.2K Sell
96
-3
-3% -$394 ﹤0.01% 621
2023
Q3 		$12.1K Buy
99
+3
+3% +$400 ﹤0.01% 609
2023
Q2 		$13.5K Sell
96
-1
-1% -$138 ﹤0.01% 514
2023
Q1 		$13.8K Hold
97
– – ﹤0.01% 517
2022
Q4 		$14.4K Buy
97
+1
+1% +$144 ﹤0.01% 503
2022
Q3 		$12K Sell
96
-114
-54% -$15K ﹤0.01% 517
2022
Q2 		$29K Sell
210
-50
-19% -$6.81K 0.01% 409
2022
Q1 		$36K Sell
260
-26
-9% -$3.62K 0.01% 357
2021
Q4 		$49K Sell
286
-7
-2% -$1.06K 0.01% 311
2021
Q3 		$43K Buy
293
+9
+3% +$1.32K 0.02% 306
2021
Q2 		$37K Buy
284
+94
+49% +$12.3K 0.01% 310
2021
Q1 		$24K Buy
190
+146
+332% +$18K 0.01% 365
2020
Q4 		$5K Buy
44
+35
+389% +$4.27K ﹤0.01% 586
2020
Q3 		$1K Buy
+9
New +$1.06K ﹤0.01% 560

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

Janiczek Wealth Management's DGX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Quest Diagnostics (DGX) stake by 5.3% in Q2 2024, selling an estimated $685 and leaving 89 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Janiczek Wealth Management first reported a position in DGX in Q3 2020 and has held it in 16 quarters since. The position peaked at $49K in Q4 2021. 837 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

  • Janiczek Wealth Management held 89 shares of Quest Diagnostics worth $12.2K as of Q2 2024.
  • Janiczek Wealth Management sold 5 Quest Diagnostics shares in Q2 2024, an estimated $685.
  • Quest Diagnostics made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #634 holding.
  • Janiczek Wealth Management first reported a position in Quest Diagnostics in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Quest Diagnostics position peaked at $49K in Q4 2021.
  • 837 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.