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Steward Financial Group’s Quest Diagnostics DGX Stock Holding History

Steward 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
2023
Q3 		$5K Buy
+47
New +$6.26K ﹤0.01% 597
2023
Q2 		– Sell
-65
Closed -$9K – 596
2023
Q1 		$9K Buy
65
+50
+333% +$7.15K ﹤0.01% 205
2022
Q4 		$2K Buy
+15
New +$2.16K ﹤0.01% 315
2022
Q3 		– Sell
-30
Closed -$3K – 413
2022
Q2 		$3K Buy
+30
New +$4.09K ﹤0.01% 434

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Financial Group's DGX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Quest Diagnostics (DGX) in Q3 2023: 47 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DGX as recently as Q1 2023.

Steward Financial Group first reported a position in DGX in Q2 2022 and has held it in 4 quarters since. The position peaked at $9K in Q1 2023. 794 funds tracked by Wall St. Rank hold DGX as of Q3 2023.

  • Steward Financial Group held 47 shares of Quest Diagnostics worth $5K as of Q3 2023.
  • Quest Diagnostics was a new Steward Financial Group position in Q3 2023.
  • Quest Diagnostics made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #597 holding.
  • Steward Financial Group first reported a position in Quest Diagnostics in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Quest Diagnostics position peaked at $9K in Q1 2023.
  • 794 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.