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Socha Financial Group’s Quest Diagnostics DGX Stock Holding History

Socha Financial Group’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
Q2 		– Sell
-9,023
Closed -$1.2M – 23
2024
Q1 		$1.2M Buy
9,023
+38
+0.4% +$4.93K 0.53% 11
2023
Q4 		$1.24M Buy
8,985
+1,062
+13% +$140K 0.59% 10
2023
Q3 		$965K Sell
7,923
-400
-5% -$53.3K 0.51% 10
2023
Q2 		$1.17M Buy
+8,323
New +$1.15M 0.62% 10

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Socha Financial Group's DGX Position: Q2 2024 in Review

Socha Financial Group sold out of Quest Diagnostics (DGX) in Q2 2024, closing a stake of 9,023 shares — an estimated $1.2M sold.

Socha Financial Group first reported a position in DGX in Q2 2023 and held it in 4 quarters. The position peaked at $1.24M in Q4 2023. 837 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

  • Socha Financial Group reported no remaining Quest Diagnostics position as of Q2 2024 after selling out during the quarter.
  • Socha Financial Group sold 9,023 Quest Diagnostics shares in Q2 2024, an estimated $1.2M.
  • Socha Financial Group first reported a position in Quest Diagnostics in Q2 2023 and held it in 4 quarters.
  • Socha Financial Group's Quest Diagnostics position peaked at $1.24M in Q4 2023.
  • 837 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on Socha Financial Group's 13F filing for Q2 2024, filed 31 Jul 2024.