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Tiemann Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Tiemann Investment Advisors’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
Q1 		– Sell
-1,253
Closed -$196K – 191
2022
Q4 		$196K Buy
+1,253
New +$180K 0.11% 189
2022
Q1 		– Sell
-1,295
Closed -$224K – 214
2021
Q4 		$224K Buy
+1,295
New +$197K 0.09% 205

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiemann Investment Advisors's DGX Position: Q1 2023 in Review

Tiemann Investment Advisors sold out of Quest Diagnostics (DGX) in Q1 2023, closing a stake of 1,253 shares — an estimated $196K sold.

Tiemann Investment Advisors first reported a position in DGX in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 834 funds tracked by Wall St. Rank hold DGX as of Q1 2023.

  • Tiemann Investment Advisors reported no remaining Quest Diagnostics position as of Q1 2023 after selling out during the quarter.
  • Tiemann Investment Advisors sold 1,253 Quest Diagnostics shares in Q1 2023, an estimated $196K.
  • Tiemann Investment Advisors first reported a position in Quest Diagnostics in Q4 2021 and held it in 2 quarters.
  • Tiemann Investment Advisors's Quest Diagnostics position peaked at $224K in Q4 2021.
  • 834 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2023.

Based on Tiemann Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.