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

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 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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Dimensional Fund Advisors

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