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Marshall Financial Group (Maryland)’s Quest Diagnostics DGX Stock Holding History

Marshall Financial Group (Maryland)’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
-5,860
Closed -$852K – 217
2021
Q3 		$852K Buy
5,860
+477
+9% +$69.8K 0.44% 71
2021
Q2 		$710K Buy
+5,383
New +$705K 0.38% 87

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DGX Position: Q4 2021 in Review

Marshall Financial Group (Maryland) sold out of Quest Diagnostics (DGX) in Q4 2021, closing a stake of 5,860 shares — an estimated $852K sold.

Marshall Financial Group (Maryland) first reported a position in DGX in Q2 2021 and held it in 2 quarters. The position peaked at $852K in Q3 2021. 906 funds tracked by Wall St. Rank hold DGX as of Q4 2021.

  • Marshall Financial Group (Maryland) reported no remaining Quest Diagnostics position as of Q4 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 5,860 Quest Diagnostics shares in Q4 2021, an estimated $852K.
  • Marshall Financial Group (Maryland) first reported a position in Quest Diagnostics in Q2 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Quest Diagnostics position peaked at $852K in Q3 2021.
  • 906 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2021, filed 27 Jan 2022.