Tidemark’s Quest Diagnostics DGX Stock Holding History

Tidemark’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
2024 Q2	–	Sell	-39	Closed	-$5.19K	–	646
2024 Q1	$5.19K	Hold	39	–	–	﹤0.01%	507
2023 Q4	$5.38K	Buy	+39	New	+$5.13K	﹤0.01%	494

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Tidemark's DGX Position: Q2 2024 in Review

Tidemark sold out of Quest Diagnostics (DGX) in Q2 2024, closing a stake of 39 shares — an estimated $5.19K sold.

Tidemark first reported a position in DGX in Q4 2023 and held it in 2 quarters. The position peaked at $5.38K in Q4 2023. 837 funds tracked by Wall St. Rank hold DGX as of Q2 2024.

Tidemark reported no remaining Quest Diagnostics position as of Q2 2024 after selling out during the quarter.
Tidemark sold 39 Quest Diagnostics shares in Q2 2024, an estimated $5.19K.
Tidemark first reported a position in Quest Diagnostics in Q4 2023 and held it in 2 quarters.
Tidemark's Quest Diagnostics position peaked at $5.38K in Q4 2023.
837 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.