Kiwi Wealth Investments Limited Partnership’s Quest Diagnostics DGX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021 Q4	–	Sell	-32,337	Closed	-$4.7M	–	248
2021 Q3	$4.7M	Sell	32,337 -2,193	-6%	-$321K	0.24%	124
2021 Q2	$4.56M	Buy	+34,530	New	+$4.52M	0.24%	114
2020 Q4	–	Sell	-19,578	Closed	-$2.24M	–	260
2020 Q3	$2.24M	Buy	+19,578	New	+$2.31M	0.16%	159

Other funds holding DGX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's DGX Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Quest Diagnostics (DGX) in Q4 2021, closing a stake of 32,337 shares — an estimated $4.7M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in DGX in Q3 2020 and held it in 3 quarters. The position peaked at $4.7M in Q3 2021. 906 funds tracked by Wall St. Rank hold DGX as of Q4 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining Quest Diagnostics position as of Q4 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 32,337 Quest Diagnostics shares in Q4 2021, an estimated $4.7M.
Kiwi Wealth Investments Limited Partnership first reported a position in Quest Diagnostics in Q3 2020 and held it in 3 quarters.
Kiwi Wealth Investments Limited Partnership's Quest Diagnostics position peaked at $4.7M in Q3 2021.
906 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.