Sierra Capital’s Quest Diagnostics DGX Stock Holding History

Sierra Capital’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 Q1	–	Sell	-540	Closed	-$84K	–	282
2022 Q4	$84K	Hold	540	–	–	0.01%	227
2022 Q3	$66K	Hold	540	–	–	0.01%	248
2022 Q2	$72K	Sell	540 -9	-2%	-$1.23K	0.01%	295
2022 Q1	$75K	Hold	549	–	–	0.01%	314
2021 Q4	$95K	Buy	549 +9	+2%	+$1.37K	0.01%	300
2021 Q3	$78K	Hold	540	–	–	0.01%	286
2021 Q2	$71K	Hold	540	–	–	0.01%	270
2021 Q1	$69K	Buy	+540	New	+$66.5K	0.01%	264

Other funds holding DGX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Capital's DGX Position: Q1 2023 in Review

Sierra Capital sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 540 shares — an estimated $84K sold.

Sierra Capital first reported a position in DGX in Q1 2021 and held it in 8 quarters. The position peaked at $95K in Q4 2021. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

Sierra Capital reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 540 Quest Diagnostics shares in Q1 2023, an estimated $84K.
Sierra Capital first reported a position in Quest Diagnostics in Q1 2021 and held it in 8 quarters.
Sierra Capital's Quest Diagnostics position peaked at $95K in Q4 2021.
834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.