Advisory Research’s Hologic HOLX Stock Holding History

Advisory Research’s Portfolio HOLX Stock Details HOLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,260	Closed	-$263K	–	457
2023 Q1	$263K	Buy	+3,260	New	+$262K	0.04%	304

Other funds holding HOLX

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Research's HOLX Position: Q2 2023 in Review

Advisory Research sold out of Hologic (HOLX) in Q2 2023, closing a stake of 3,260 shares — an estimated $263K sold.

Advisory Research first reported a position in HOLX in Q1 2023 and held it in 1 quarter. The position peaked at $263K in Q1 2023. 712 funds tracked by Wall St. Rank hold HOLX as of Q2 2023.

Advisory Research reported no remaining Hologic position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 3,260 Hologic shares in Q2 2023, an estimated $263K.
Advisory Research first reported a position in Hologic in Q1 2023 and held it in 1 quarter.
Advisory Research's Hologic position peaked at $263K in Q1 2023.
712 funds tracked by Wall St. Rank held Hologic as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.