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Mendota Financial Group’s Quest Diagnostics DGX Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-157
Closed -$23.7K – 168
2024
Q4 		$23.7K Hold
157
– – 0.02% 198
2024
Q3 		$24.4K Hold
157
– – 0.01% 210
2024
Q2 		$21.5K Hold
157
– – 0.01% 207
2024
Q1 		$20.9K Sell
157
-1,139
-88% -$148K 0.01% 215
2023
Q4 		$179K Buy
1,296
+76
+6% +$9.99K 0.14% 68
2023
Q3 		$149K Hold
1,220
– – 0.15% 54
2023
Q2 		$171K Sell
1,220
-25
-2% -$3.45K 0.19% 41
2023
Q1 		$170K Hold
1,245
– – 0.17% 41
2022
Q4 		$195K Buy
+1,245
New +$179K 0.25% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Mendota Financial Group's DGX Position: Q1 2025 in Review

Mendota Financial Group sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 157 shares — an estimated $23.7K sold.

Mendota Financial Group first reported a position in DGX in Q4 2022 and held it in 9 quarters. The position peaked at $195K in Q4 2022. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Mendota Financial Group reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 157 Quest Diagnostics shares in Q1 2025, an estimated $23.7K.
  • Mendota Financial Group first reported a position in Quest Diagnostics in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Quest Diagnostics position peaked at $195K in Q4 2022.
  • 969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.