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McElhenny Sheffield Capital Management’s Quest Diagnostics DGX Stock Holding History

McElhenny Sheffield Capital Management’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
2023
Q1 		– Sell
-9
Closed -$1.41K – 206
2022
Q4 		$1.41K Buy
+9
New +$1.29K ﹤0.01% 537

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McElhenny Sheffield Capital Management's DGX Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 9 shares — an estimated $1.41K sold.

McElhenny Sheffield Capital Management first reported a position in DGX in Q4 2022 and held it in 1 quarter. The position peaked at $1.41K in Q4 2022. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 9 Quest Diagnostics shares in Q1 2023, an estimated $1.41K.
  • McElhenny Sheffield Capital Management first reported a position in Quest Diagnostics in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Quest Diagnostics position peaked at $1.41K in Q4 2022.
  • 834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.