Advisory Research’s Boston Scientific BSX Stock Holding History

Advisory Research’s Portfolio BSX Stock Details BSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,999	Closed	-$370K	–	354
2023 Q3	$370K	Buy	6,999 +243	+4%	+$12.7K	0.05%	330
2023 Q2	$365K	Buy	+6,756	New	+$353K	0.05%	350
2014 Q2	–	Sell	-5,277	Closed	-$71K	–	374
2014 Q1	$71K	Buy	+5,277	New	+$69.3K	﹤0.01%	444

Other funds holding BSX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisory Research's BSX Position: Q4 2023 in Review

Advisory Research sold out of Boston Scientific (BSX) in Q4 2023, closing a stake of 6,999 shares — an estimated $370K sold.

Advisory Research first reported a position in BSX in Q1 2014 and held it in 3 quarters. The position peaked at $370K in Q3 2023. 1,148 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

Advisory Research reported no remaining Boston Scientific position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 6,999 Boston Scientific shares in Q4 2023, an estimated $370K.
Advisory Research first reported a position in Boston Scientific in Q1 2014 and held it in 3 quarters.
Advisory Research's Boston Scientific position peaked at $370K in Q3 2023.
1,148 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.