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Spartan Planning & Wealth Management’s Quest Diagnostics DGX Stock Holding History

Spartan Planning & Wealth Management’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 		$31.2K Buy
+226
New +$29.7K 0.03% 153
2022
Q4 		$225K Buy
+1,441
New +$207K 0.28% 54
2022
Q3 		– Sell
-823
Closed -$109K – 86
2022
Q2 		$109K Buy
+823
New +$112K 0.15% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spartan Planning & Wealth Management's DGX Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Quest Diagnostics (DGX) in Q4 2023: 226 shares worth $31.2K. The stake represents 0.03% of the portfolio and ranks #153 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in DGX as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in DGX in Q2 2022 and has held it in 3 quarters since. The position peaked at $225K in Q4 2022. 826 funds tracked by Wall St. Rank hold DGX as of Q4 2023.

  • Spartan Planning & Wealth Management held 226 shares of Quest Diagnostics worth $31.2K as of Q4 2023.
  • Quest Diagnostics was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Quest Diagnostics made up 0.03% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #153 holding.
  • Spartan Planning & Wealth Management first reported a position in Quest Diagnostics in Q2 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Quest Diagnostics position peaked at $225K in Q4 2022.
  • 826 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.