BCA
BSX icon

Berman Capital Advisors’s Boston Scientific BSX Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$238K Buy
5,502
+1,673
+44% +$74K 0.04% 235
2021
Q2 		$163K Buy
3,829
+1,126
+42% +$47.4K 0.03% 272
2021
Q1 		$103K Buy
2,703
+569
+27% +$21.5K 0.02% 300
2020
Q4 		$76K Sell
2,134
-1,007
-32% -$36.3K 0.02% 306
2020
Q3 		$120K Sell
3,141
-1,003
-24% -$38.6K 0.03% 200
2020
Q2 		$144K Buy
4,144
+1,719
+71% +$61.9K 0.04% 178
2020
Q1 		$78K Buy
2,425
+316
+15% +$12.3K 0.03% 232
2019
Q4 		$95K Sell
2,109
-40
-2% -$1.67K 0.03% 225
2019
Q3 		$87K Sell
2,149
-121
-5% -$5.13K 0.03% 224
2019
Q2 		$97K Buy
2,270
+330
+17% +$12.7K 0.03% 210
2019
Q1 		$74K Buy
1,940
+703
+57% +$26.9K 0.02% 230
2018
Q4 		$42K Buy
+1,237
New +$44.9K 0.02% 269

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Berman Capital Advisors's BSX Position: Q3 2021 in Review

Berman Capital Advisors increased its Boston Scientific (BSX) stake by 44% in Q3 2021, buying an estimated $74K and bringing the position to 5,502 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #235.

Berman Capital Advisors first reported a position in BSX in Q4 2018 and has held it in 12 quarters since. 878 funds tracked by Wall St. Rank hold BSX as of Q3 2021.

  • Berman Capital Advisors held 5,502 shares of Boston Scientific worth $238K as of Q3 2021.
  • Berman Capital Advisors bought 1,673 Boston Scientific shares in Q3 2021, an estimated $74K.
  • Boston Scientific made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #235 holding.
  • Berman Capital Advisors first reported a position in Boston Scientific in Q4 2018 and has held it in 12 quarters since.
  • 878 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.