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Simplicity Wealth’s Quest Diagnostics DGX Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-1,938
Closed -$265K – 668
2024
Q2 		$265K Buy
1,938
+115
+6% +$15.7K 0.01% 996
2024
Q1 		$243K Buy
+1,823
New +$237K 0.01% 997

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Simplicity Wealth's DGX Position: Q3 2024 in Review

Simplicity Wealth sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 1,938 shares — an estimated $265K sold.

Simplicity Wealth first reported a position in DGX in Q1 2024 and held it in 2 quarters. The position peaked at $265K in Q2 2024. 846 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • Simplicity Wealth reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,938 Quest Diagnostics shares in Q3 2024, an estimated $265K.
  • Simplicity Wealth first reported a position in Quest Diagnostics in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Quest Diagnostics position peaked at $265K in Q2 2024.
  • 846 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.