RWM
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Ritholtz Wealth Management’s Quest Diagnostics DGX Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-2,862
Closed -$402K – 713
2023
Q2 		$402K Sell
2,862
-298
-9% -$41.1K 0.02% 477
2023
Q1 		$447K Sell
3,160
-1,666
-35% -$238K 0.02% 435
2022
Q4 		$755K Buy
4,826
+289
+6% +$41.5K 0.04% 290
2022
Q3 		$557K Sell
4,537
-1,132
-20% -$149K 0.03% 372
2022
Q2 		$754K Buy
5,669
+926
+20% +$126K 0.05% 236
2022
Q1 		$649K Buy
4,743
+1,195
+34% +$167K 0.04% 255
2021
Q4 		$614K Buy
3,548
+1,743
+97% +$265K 0.04% 255
2021
Q3 		$262K Buy
+1,805
New +$264K 0.02% 402

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return