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Money Concepts Capital’s Quest Diagnostics DGX Stock Holding History

Money Concepts Capital’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
-611
Closed -$95.7K – 1044
2022
Q4 		$95.7K Sell
611
-73
-11% -$10.5K ﹤0.01% 984
2022
Q3 		$84K Buy
684
+129
+23% +$17K 0.01% 603
2022
Q2 		$76K Sell
555
-402
-42% -$54.8K 0.01% 623
2022
Q1 		$131K Sell
957
-295
-24% -$41.1K 0.01% 901
2021
Q4 		$217K Buy
+1,252
New +$190K 0.02% 472

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
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

Money Concepts Capital's DGX Position: Q1 2023 in Review

Money Concepts Capital sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 611 shares — an estimated $95.7K sold.

Money Concepts Capital first reported a position in DGX in Q4 2021 and held it in 5 quarters. The position peaked at $217K in Q4 2021. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • Money Concepts Capital reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 611 Quest Diagnostics shares in Q1 2023, an estimated $95.7K.
  • Money Concepts Capital first reported a position in Quest Diagnostics in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Quest Diagnostics position peaked at $217K in Q4 2021.
  • 834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.