OFA
DGX icon

Oak Family Advisors’s Quest Diagnostics DGX Stock Holding History

Oak Family Advisors’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
2024
Q4 		– Sell
-3,654
Closed -$567K – 129
2024
Q3 		$567K Hold
3,654
– – 0.17% 88
2024
Q2 		$500K Buy
3,654
+202
+6% +$27.7K 0.17% 89
2024
Q1 		$459K Buy
3,452
+71
+2% +$9.21K 0.18% 85
2023
Q4 		$466K Buy
3,381
+8
+0.2% +$1.05K 0.2% 89
2023
Q3 		$411K Hold
3,373
– – 0.19% 83
2023
Q2 		$474K Hold
3,373
– – 0.22% 80
2023
Q1 		$477K Buy
3,373
+70
+2% +$10K 0.24% 74
2022
Q4 		$517K Buy
3,303
+5
+0.2% +$719 0.28% 70
2022
Q3 		$405K Buy
3,298
+1,015
+44% +$134K 0.22% 78
2022
Q2 		$304K Hold
2,283
– – 0.15% 95
2022
Q1 		$312K Hold
2,283
– – 0.12% 103
2021
Q4 		$395K Buy
2,283
+20
+0.9% +$3.04K 0.15% 97
2021
Q3 		$329K Buy
+2,263
New +$331K 0.12% 106

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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Oak Family Advisors's DGX Position: Q4 2024 in Review

Oak Family Advisors sold out of Quest Diagnostics (DGX) in Q4 2024, closing a stake of 3,654 shares — an estimated $567K sold.

Oak Family Advisors first reported a position in DGX in Q3 2021 and held it in 13 quarters. The position peaked at $567K in Q3 2024. 898 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • Oak Family Advisors reported no remaining Quest Diagnostics position as of Q4 2024 after selling out during the quarter.
  • Oak Family Advisors sold 3,654 Quest Diagnostics shares in Q4 2024, an estimated $567K.
  • Oak Family Advisors first reported a position in Quest Diagnostics in Q3 2021 and held it in 13 quarters.
  • Oak Family Advisors's Quest Diagnostics position peaked at $567K in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.