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Univest Financial’s Quest Diagnostics DGX Stock Holding History

Univest Financial’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
Q4 		– Sell
-1,329
Closed -$206K – 278
2024
Q3 		$206K Buy
+1,329
New +$198K 0.01% 271
2023
Q2 		– Sell
-1,677
Closed -$237K – 119
2023
Q1 		$237K Sell
1,677
-159
-9% -$22.7K 0.07% 89
2022
Q4 		$287K Sell
1,836
-304
-14% -$43.7K 0.09% 85
2022
Q3 		$263K Sell
2,140
-91
-4% -$12K 0.09% 86
2022
Q2 		$297K Sell
2,231
-98
-4% -$13.4K 0.1% 82
2022
Q1 		$319K Sell
2,329
-284
-11% -$39.6K 0.09% 86
2021
Q4 		$452K Sell
2,613
-321
-11% -$48.8K 0.12% 69
2021
Q3 		$426K Sell
2,934
-282
-9% -$41.3K 0.12% 69
2021
Q2 		$424K Sell
3,216
-5
-0.2% -$655 0.12% 70
2021
Q1 		$413K Buy
3,221
+115
+4% +$14.2K 0.12% 68
2020
Q4 		$370K Sell
3,106
-367
-11% -$44.7K 0.11% 78
2020
Q3 		$398K Buy
+3,473
New +$410K 0.13% 71

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Univest Financial's DGX Position: Q4 2024 in Review

Univest Financial sold out of Quest Diagnostics (DGX) in Q4 2024, closing a stake of 1,329 shares — an estimated $206K sold.

Univest Financial first reported a position in DGX in Q3 2020 and held it in 12 quarters. The position peaked at $452K in Q4 2021. 897 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • Univest Financial reported no remaining Quest Diagnostics position as of Q4 2024 after selling out during the quarter.
  • Univest Financial sold 1,329 Quest Diagnostics shares in Q4 2024, an estimated $206K.
  • Univest Financial first reported a position in Quest Diagnostics in Q3 2020 and held it in 12 quarters.
  • Univest Financial's Quest Diagnostics position peaked at $452K in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Univest Financial's 13F filing for Q4 2024, filed 12 Feb 2025.