Surevest’s Quest Diagnostics DGX Stock Holding History

Surevest’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	$1K	Hold	5	–	–	﹤0.01%	439
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	472
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	447
2021 Q4	$1K	Buy	+5	New	+$761	﹤0.01%	456

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's DGX Position: Q3 2022 in Review

Surevest held its Quest Diagnostics (DGX) position steady in Q3 2022 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Surevest first reported a position in DGX in Q4 2021 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold DGX as of Q3 2022.

Surevest held 5 shares of Quest Diagnostics worth $1K as of Q3 2022.
Surevest left its Quest Diagnostics share count unchanged in Q3 2022.
Quest Diagnostics made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #439 holding.
Surevest first reported a position in Quest Diagnostics in Q4 2021 and has held it in 4 quarters since.
808 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.