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Sugar Maple Asset Management’s Quest Diagnostics DGX Stock Holding History

Sugar Maple Asset 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
2025
Q1 		– Sell
-25
Closed -$3.77K – 168
2024
Q4 		$3.77K Buy
+25
New +$3.89K ﹤0.01% 243

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Sugar Maple Asset Management's DGX Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 25 shares — an estimated $3.77K sold.

Sugar Maple Asset Management first reported a position in DGX in Q4 2024 and held it in 1 quarter. The position peaked at $3.77K in Q4 2024. 967 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 25 Quest Diagnostics shares in Q1 2025, an estimated $3.77K.
  • Sugar Maple Asset Management first reported a position in Quest Diagnostics in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Quest Diagnostics position peaked at $3.77K in Q4 2024.
  • 967 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.