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Kapitalo Investimentos’s Quest Diagnostics DGX Stock Holding History

Kapitalo Investimentos’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
Q4 		– Sell
-1,297
Closed -$201K – 295
2024
Q3 		$201K Buy
+1,297
New +$194K 0.05% 153
2024
Q2 		– Sell
-1,557
Closed -$207K – 204
2024
Q1 		$207K Sell
1,557
-1,630
-51% -$211K 0.05% 249
2023
Q4 		$439K Sell
3,187
-260
-8% -$34.2K 0.09% 124
2023
Q3 		$420K Buy
+3,447
New +$459K 0.06% 138
2023
Q2 		– Sell
-929
Closed -$131K – 536
2023
Q1 		$131K Buy
+929
New +$133K 0.04% 260

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Kapitalo Investimentos's DGX Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Quest Diagnostics (DGX) in Q4 2024, closing a stake of 1,297 shares — an estimated $201K sold.

Kapitalo Investimentos first reported a position in DGX in Q1 2023 and held it in 5 quarters. The position peaked at $439K in Q4 2023. 895 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Quest Diagnostics position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,297 Quest Diagnostics shares in Q4 2024, an estimated $201K.
  • Kapitalo Investimentos first reported a position in Quest Diagnostics in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Quest Diagnostics position peaked at $439K in Q4 2023.
  • 895 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.