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Lee Financial’s Quest Diagnostics DGX Stock Holding History

Lee Financial’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
Q4 		– Sell
-19
Closed -$2K – 945
2022
Q3 		$2K Sell
19
-10
-34% -$1.32K ﹤0.01% 663
2022
Q2 		$4K Buy
+29
New +$3.95K ﹤0.01% 581
2022
Q1 		– Sell
-13
Closed -$2K – 806
2021
Q4 		$2K Hold
13
– – ﹤0.01% 725
2021
Q3 		$2K Buy
+13
New +$1.9K ﹤0.01% 604
2020
Q4 		– Sell
-43
Closed -$5K – 487
2020
Q3 		$5K Hold
43
– – ﹤0.01% 461
2020
Q2 		$5K Hold
43
– – ﹤0.01% 430
2020
Q1 		$3K Hold
43
– – ﹤0.01% 405
2019
Q4 		$5K Hold
43
– – ﹤0.01% 410
2019
Q3 		$5K Hold
43
– – ﹤0.01% 418
2019
Q2 		$4K Hold
43
– – ﹤0.01% 441
2019
Q1 		$4K Buy
+43
New +$3.73K ﹤0.01% 423

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's DGX Position: Q4 2022 in Review

Lee Financial sold out of Quest Diagnostics (DGX) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Lee Financial first reported a position in DGX in Q1 2019 and held it in 11 quarters. The position peaked at $5K in Q3 2020. 879 funds tracked by Wall St. Rank hold DGX as of Q4 2022.

  • Lee Financial reported no remaining Quest Diagnostics position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 19 Quest Diagnostics shares in Q4 2022, an estimated $2K.
  • Lee Financial first reported a position in Quest Diagnostics in Q1 2019 and held it in 11 quarters.
  • Lee Financial's Quest Diagnostics position peaked at $5K in Q3 2020.
  • 879 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.