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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Van Hulzen Asset Management's DGX Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 64 shares — an estimated $9.66K sold.

Van Hulzen Asset Management first reported a position in DGX in Q4 2013 and held it in 9 quarters. The position peaked at $1.18M in Q1 2015. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

Van Hulzen Asset Management reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 64 Quest Diagnostics shares in Q1 2025, an estimated $9.66K.
Van Hulzen Asset Management first reported a position in Quest Diagnostics in Q4 2013 and held it in 9 quarters.
Van Hulzen Asset Management's Quest Diagnostics position peaked at $1.18M in Q1 2015.
969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.