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Sterling Investment Advisors (Pennsylvania)’s Quest Diagnostics DGX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-75
Closed -$10K – 220
2022
Q2 		$10K Buy
+75
New +$10.2K ﹤0.01% 397
2017
Q3 		– Sell
-33
Closed -$4K – 348
2017
Q2 		$4K Buy
+33
New +$3.49K ﹤0.01% 337

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DGX Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Quest Diagnostics (DGX) in Q3 2022, closing a stake of 75 shares — an estimated $10K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DGX in Q2 2017 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 809 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Quest Diagnostics position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 75 Quest Diagnostics shares in Q3 2022, an estimated $10K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Quest Diagnostics in Q2 2017 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Quest Diagnostics position peaked at $10K in Q2 2022.
  • 809 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.