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PFS Investments’s Quest Diagnostics DGX Stock Holding History

PFS Investments’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
Q2 		$1.6M Buy
11,379
+1,774
+18% +$245K 0.03% 348
2023
Q1 		$1.37M Buy
9,605
+1,494
+18% +$214K 0.02% 350
2022
Q4 		$1.27M Buy
+8,111
New +$1.17M 0.02% 331

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

PFS Investments's DGX Position: Q2 2023 in Review

PFS Investments increased its Quest Diagnostics (DGX) stake by 18% in Q2 2023, buying an estimated $245K and bringing the position to 11,379 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #348.

PFS Investments first reported a position in DGX in Q4 2022 and has held it in 3 quarters since. 818 funds tracked by Wall St. Rank hold DGX as of Q2 2023.

  • PFS Investments held 11,379 shares of Quest Diagnostics worth $1.6M as of Q2 2023.
  • PFS Investments bought 1,774 Quest Diagnostics shares in Q2 2023, an estimated $245K.
  • Quest Diagnostics made up 0.03% of PFS Investments's portfolio in Q2 2023, its #348 holding.
  • PFS Investments first reported a position in Quest Diagnostics in Q4 2022 and has held it in 3 quarters since.
  • 818 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.