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WD Rutherford’s Quest Diagnostics DGX Stock Holding History

WD Rutherford’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
Q3 		– Sell
-220
Closed -$30.1K – 83
2024
Q2 		$30.1K Sell
220
-2,680
-92% -$367K 0.02% 91
2024
Q1 		$386K Buy
2,900
+255
+10% +$33.1K 0.2% 71
2023
Q4 		$346K Sell
2,645
-30
-1% -$3.94K 0.2% 64
2023
Q3 		$326K Sell
2,675
-2,500
-48% -$333K 0.22% 62
2023
Q2 		$727K Hold
5,175
– – 0.47% 50
2023
Q1 		$732K Sell
5,175
-35
-0.7% -$5.01K 0.52% 47
2022
Q4 		$815K Sell
5,210
-265
-5% -$38.1K 0.64% 46
2022
Q3 		$672K Hold
5,475
– – 0.54% 50
2022
Q2 		$728K Hold
5,475
– – 0.56% 45
2022
Q1 		$749K Sell
5,475
-45
-0.8% -$6.27K 0.43% 53
2021
Q4 		$955K Sell
5,520
-35
-0.6% -$5.33K 0.48% 50
2021
Q3 		$807K Buy
5,555
+185
+3% +$27.1K 0.44% 51
2021
Q2 		$709K Buy
5,370
+60
+1% +$7.86K 0.39% 51
2021
Q1 		$681K Buy
5,310
+1,765
+50% +$217K 0.42% 51
2020
Q4 		$422K Buy
+3,545
New +$432K 0.27% 54

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

WD Rutherford's DGX Position: Q3 2024 in Review

WD Rutherford sold out of Quest Diagnostics (DGX) in Q3 2024, closing a stake of 220 shares — an estimated $30.1K sold.

WD Rutherford first reported a position in DGX in Q4 2020 and held it in 15 quarters. The position peaked at $955K in Q4 2021. 847 funds tracked by Wall St. Rank hold DGX as of Q3 2024.

  • WD Rutherford reported no remaining Quest Diagnostics position as of Q3 2024 after selling out during the quarter.
  • WD Rutherford sold 220 Quest Diagnostics shares in Q3 2024, an estimated $30.1K.
  • WD Rutherford first reported a position in Quest Diagnostics in Q4 2020 and held it in 15 quarters.
  • WD Rutherford's Quest Diagnostics position peaked at $955K in Q4 2021.
  • 847 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2024.

Based on WD Rutherford's 13F filing for Q3 2024, filed 25 Oct 2024.