WI
DGX icon

Wintrust Investments’s Quest Diagnostics DGX Stock Holding History

Wintrust Investments’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 		$24K Hold
160
– – 0.02% 359
2024
Q3 		$24K Sell
160
-1,433
-90% -$214K 0.02% 446
2024
Q2 		$218K Buy
1,593
+9
+0.6% +$1.23K 0.02% 439
2024
Q1 		$211K Buy
+1,584
New +$206K 0.02% 443
2023
Q1 		– Sell
-1,310
Closed -$205K – 346
2022
Q4 		$205K Buy
+1,310
New +$188K 0.03% 348

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

Wintrust Investments's DGX Position: Q4 2024 in Review

Wintrust Investments held its Quest Diagnostics (DGX) position steady in Q4 2024 at 160 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #359.

Wintrust Investments first reported a position in DGX in Q4 2022 and has held it in 5 quarters since. The position peaked at $218K in Q2 2024. 897 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • Wintrust Investments held 160 shares of Quest Diagnostics worth $24K as of Q4 2024.
  • Wintrust Investments left its Quest Diagnostics share count unchanged in Q4 2024.
  • Quest Diagnostics made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #359 holding.
  • Wintrust Investments first reported a position in Quest Diagnostics in Q4 2022 and has held it in 5 quarters since.
  • Wintrust Investments's Quest Diagnostics position peaked at $218K in Q2 2024.
  • 897 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.