Safeguard Financial’s Quest Diagnostics DGX Stock Holding History

Safeguard Financial’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	-3	Closed	-$1K	–	183
2023 Q2	$1K	Buy	+3	New	+$414	﹤0.01%	509

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Safeguard Financial's DGX Position: Q3 2023 in Review

Safeguard Financial sold out of Quest Diagnostics (DGX) in Q3 2023, closing a stake of 3 shares — an estimated $1K sold.

Safeguard Financial first reported a position in DGX in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 794 funds tracked by Wall St. Rank hold DGX as of Q3 2023.

Safeguard Financial reported no remaining Quest Diagnostics position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 3 Quest Diagnostics shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Quest Diagnostics in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Quest Diagnostics position peaked at $1K in Q2 2023.
794 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.