Blue Bell Private Wealth Management’s Hologic HOLX Stock Holding History

Blue Bell Private Wealth Management’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 Q4	–	Sell	-20	Closed	-$1.39K	–	721
2023 Q3	$1.39K	Hold	20	–	–	﹤0.01%	600
2023 Q2	$1.62K	Hold	20	–	–	﹤0.01%	597
2023 Q1	$1.61K	Hold	20	–	–	﹤0.01%	572
2022 Q4	$1.5K	Hold	20	–	–	﹤0.01%	596
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	677
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	725
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	691
2021 Q4	$2K	Buy	+20	New	+$1.47K	﹤0.01%	679

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Blue Bell Private Wealth Management's HOLX Position: Q4 2023 in Review

Blue Bell Private Wealth Management sold out of Hologic (HOLX) in Q4 2023, closing a stake of 20 shares — an estimated $1.39K sold.

Blue Bell Private Wealth Management first reported a position in HOLX in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 733 funds tracked by Wall St. Rank hold HOLX as of Q4 2023.

Blue Bell Private Wealth Management reported no remaining Hologic position as of Q4 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 20 Hologic shares in Q4 2023, an estimated $1.39K.
Blue Bell Private Wealth Management first reported a position in Hologic in Q4 2021 and held it in 8 quarters.
Blue Bell Private Wealth Management's Hologic position peaked at $2K in Q1 2022.
733 funds tracked by Wall St. Rank held Hologic as of Q4 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.