Van Hulzen Asset Management’s Quest Diagnostics DGX Stock Holding History

Van Hulzen Asset Management’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
2025 Q1	–	Sell	-64	Closed	-$9.66K	–	491
2024 Q4	$9.66K	Buy	+64	New	+$9.95K	﹤0.01%	784
2016 Q1	–	Sell	-9,700	Closed	-$690K	–	150
2015 Q4	$690K	Sell	9,700 -1,800	-16%	-$121K	0.43%	62
2015 Q3	$707K	Sell	11,500 -3,466	-23%	-$242K	0.46%	55
2015 Q2	$1.08M	Sell	14,966 -399	-3%	-$29.5K	0.59%	53
2015 Q1	$1.18M	Sell	15,365 -2,200	-13%	-$158K	0.72%	47
2014 Q4	$1.18M	Buy	+17,565	New	+$1.11M	0.82%	38
2014 Q3	–	Sell	-10,502	Closed	-$616K	–	65
2014 Q2	$616K	Buy	10,502 +2	+0%	+$117	0.53%	52
2014 Q1	$608K	Buy	10,500 +5,154	+96%	+$276K	0.61%	52
2013 Q4	$286K	Buy	+5,346	New	+$317K	0.25%	79

Other funds holding DGX

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

BlackRock New York $5.7T 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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