MFM
DGX icon

MD Financial Management’s Quest Diagnostics DGX Stock Holding History

MD Financial 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
2021
Q4 		$3.02M Buy
17,487
+940
+6% +$143K 0.07% 108
2021
Q3 		$2.4M Sell
16,547
-1,071
-6% -$157K 0.06% 140
2021
Q2 		$2.33M Buy
17,618
+818
+5% +$107K 0.07% 142
2021
Q1 		$2.16M Buy
+16,800
New +$2.07M 0.06% 114

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MD Financial Management's DGX Position: Q4 2021 in Review

MD Financial Management increased its Quest Diagnostics (DGX) stake by 5.7% in Q4 2021, buying an estimated $143K and bringing the position to 17,487 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #108.

MD Financial Management first reported a position in DGX in Q1 2021 and has held it in 4 quarters since. 904 funds tracked by Wall St. Rank hold DGX as of Q4 2021.

  • MD Financial Management held 17,487 shares of Quest Diagnostics worth $3.02M as of Q4 2021.
  • MD Financial Management bought 940 Quest Diagnostics shares in Q4 2021, an estimated $143K.
  • Quest Diagnostics made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #108 holding.
  • MD Financial Management first reported a position in Quest Diagnostics in Q1 2021 and has held it in 4 quarters since.
  • 904 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.