Joseph P. Lucia & Associates’s Quest Diagnostics DGX Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-130	Closed	-$17K	–	179
2022 Q2	$17K	Hold	130	–	–	0.01%	263
2022 Q1	$18K	Buy	+130	New	+$18.1K	0.01%	275
2021 Q4	–	Sell	-130	Closed	-$19K	–	224
2021 Q3	$19K	Hold	130	–	–	0.01%	312
2021 Q2	$17K	Hold	130	–	–	0.01%	334
2021 Q1	$17K	Hold	130	–	–	0.01%	307
2020 Q4	$15K	Buy	+130	New	+$15.8K	0.01%	296
2020 Q3	–	Sell	-130	Closed	-$15K	–	165
2020 Q2	$15K	Hold	130	–	–	0.01%	267
2020 Q1	$10K	Hold	130	–	–	0.01%	285
2019 Q4	$14K	Hold	130	–	–	0.01%	280
2019 Q3	$14K	Hold	130	–	–	0.01%	279
2019 Q2	$13K	Sell	130 -11,632	-99%	-$1.12M	0.01%	275
2019 Q1	$130	Buy	+11,762	New	+$1.02M	0.01%	244

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Joseph P. Lucia & Associates's DGX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Quest Diagnostics (DGX) in Q3 2022, closing a stake of 130 shares — an estimated $17K sold.

Joseph P. Lucia & Associates first reported a position in DGX in Q1 2019 and held it in 12 quarters. The position peaked at $19K in Q3 2021. 808 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Quest Diagnostics position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 130 Quest Diagnostics shares in Q3 2022, an estimated $17K.
Joseph P. Lucia & Associates first reported a position in Quest Diagnostics in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Quest Diagnostics position peaked at $19K in Q3 2021.
808 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.