Berman Capital Advisors’s Hologic HOLX Stock Holding History

Berman Capital Advisors’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
2021 Q3	$81K	Buy	1,100 +667	+154%	+$50K	0.01%	505
2021 Q2	$28K	Sell	433 -250	-37%	-$16.7K	﹤0.01%	785
2021 Q1	$50K	Buy	683 +305	+81%	+$23.2K	0.01%	476
2020 Q4	$27K	Sell	378 -149	-28%	-$10.5K	0.01%	585
2020 Q3	$34K	Buy	527 +51	+11%	+$3.23K	0.01%	443
2020 Q2	$25K	Buy	476 +224	+89%	+$11K	0.01%	479
2020 Q1	$8K	Buy	252 +6	+2%	+$286	﹤0.01%	725
2019 Q4	$12K	Hold	246	–	–	﹤0.01%	674
2019 Q3	$12K	Hold	246	–	–	﹤0.01%	660
2019 Q2	$11K	Buy	246 +134	+120%	+$6.2K	﹤0.01%	690
2019 Q1	$5K	Hold	112	–	–	﹤0.01%	865
2018 Q4	$4K	Buy	+112	New	+$4.59K	﹤0.01%	740

Other funds holding HOLX

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berman Capital Advisors increased its Hologic (HOLX) stake by 154% in Q3 2021, buying an estimated $50K and bringing the position to 1,100 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #505.

Berman Capital Advisors first reported a position in HOLX in Q4 2018 and has held it in 12 quarters since. 644 funds tracked by Wall St. Rank hold HOLX as of Q3 2021.

Berman Capital Advisors held 1,100 shares of Hologic worth $81K as of Q3 2021.
Berman Capital Advisors bought 667 Hologic shares in Q3 2021, an estimated $50K.
Hologic made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #505 holding.
Berman Capital Advisors first reported a position in Hologic in Q4 2018 and has held it in 12 quarters since.
644 funds tracked by Wall St. Rank held Hologic as of Q3 2021.

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