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Newfound Research’s Quest Diagnostics DGX Stock Holding History

Newfound Research’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
2022
Q3 		$68K Buy
+552
New +$72.7K 0.17% 90
2020
Q2 		– Sell
-8
Closed -$1K – 83
2020
Q1 		$1K Hold
8
– – ﹤0.01% 58
2019
Q4 		$1K Sell
8
-7
-47% -$730 ﹤0.01% 102
2019
Q3 		$2K Sell
15
-1
-6% -$103 ﹤0.01% 96
2019
Q2 		$2K Hold
16
– – ﹤0.01% 93
2019
Q1 		$1K Hold
16
– – ﹤0.01% 109
2018
Q4 		$1K Buy
16
+1
+7% +$94 ﹤0.01% 93
2018
Q3 		$2K Sell
15
-1
-6% -$110 ﹤0.01% 107
2018
Q2 		$2K Sell
16
-1
-6% -$104 ﹤0.01% 94
2018
Q1 		$2K Buy
17
+10
+143% +$1.02K ﹤0.01% 96
2017
Q4 		$1K Hold
7
– – ﹤0.01% 131
2017
Q3 		$1K Hold
7
– – ﹤0.01% 128
2017
Q2 		$1K Hold
7
– – ﹤0.01% 126
2017
Q1 		$1K Hold
7
– – ﹤0.01% 127
2016
Q4 		$1K Hold
7
– – ﹤0.01% 105
2016
Q3 		$1K Hold
7
– – ﹤0.01% 115
2016
Q2 		$1K Buy
+7
New +$533 ﹤0.01% 108

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newfound Research's DGX Position: Q3 2022 in Review

Newfound Research opened a new position in Quest Diagnostics (DGX) in Q3 2022: 552 shares worth $68K. The stake represents 0.17% of the portfolio and ranks #90 among its holdings. This is a return to the name: Newfound Research previously reported a position in DGX as recently as Q1 2020.

Newfound Research first reported a position in DGX in Q2 2016 and has held it in 17 quarters since. 808 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

  • Newfound Research held 552 shares of Quest Diagnostics worth $68K as of Q3 2022.
  • Quest Diagnostics was a new Newfound Research position in Q3 2022.
  • Quest Diagnostics made up 0.17% of Newfound Research's portfolio in Q3 2022, its #90 holding.
  • Newfound Research first reported a position in Quest Diagnostics in Q2 2016 and has held it in 17 quarters since.
  • 808 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.