Simplicity Solutions’s Quest Diagnostics DGX Stock Holding History

Simplicity Solutions’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 Q4	$288K	Buy	2,091 +244	+13%	+$32.1K	0.01%	853
2023 Q3	$225K	Sell	1,847 -118	-6%	-$15.7K	0.01%	866
2023 Q2	$276K	Buy	1,965 +29	+1%	+$4K	0.01%	856
2023 Q1	$274K	Buy	1,936 +388	+25%	+$55.5K	0.01%	889
2022 Q4	$242K	Sell	1,548 -295	-16%	-$42.4K	0.03%	554
2022 Q3	$226K	Buy	+1,843	New	+$243K	0.03%	553
2020 Q3	–	Sell	-3,492	Closed	-$398K	–	868
2020 Q2	$398K	Buy	+3,492	New	+$370K	0.01%	675
2019 Q3	–	Sell	-3,553	Closed	-$362K	–	728
2019 Q2	$362K	Buy	+3,553	New	+$341K	0.02%	444
2018 Q4	–	Sell	-2,870	Closed	-$310K	–	652
2018 Q3	$310K	Buy	2,870 +1,031	+56%	+$113K	0.02%	366
2018 Q2	$202K	Buy	+1,839	New	+$192K	0.01%	471

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

Morgan Stanley New York $1.66T AUM 25.57% 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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

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

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

Simplicity Solutions's DGX Position: Q4 2023 in Review

Simplicity Solutions increased its Quest Diagnostics (DGX) stake by 13% in Q4 2023, buying an estimated $32.1K and bringing the position to 2,091 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #853.

Simplicity Solutions first reported a position in DGX in Q2 2018 and has held it in 10 quarters since. The position peaked at $398K in Q2 2020. 826 funds tracked by Wall St. Rank hold DGX as of Q4 2023.

Simplicity Solutions held 2,091 shares of Quest Diagnostics worth $288K as of Q4 2023.
Simplicity Solutions bought 244 Quest Diagnostics shares in Q4 2023, an estimated $32.1K.
Quest Diagnostics made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #853 holding.
Simplicity Solutions first reported a position in Quest Diagnostics in Q2 2018 and has held it in 10 quarters since.
Simplicity Solutions's Quest Diagnostics position peaked at $398K in Q2 2020.
826 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.