Boston Financial Management’s Exact Sciences EXAS Stock Holding History

Boston Financial Management’s Portfolio EXAS Stock Details EXAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$811K	Buy	14,427 +3	+0%	+$187	0.02%	208
2024 Q3	$983K	Hold	14,424	–	–	0.03%	195
2024 Q2	$609K	Hold	14,424	–	–	0.02%	223
2024 Q1	$996K	Hold	14,424	–	–	0.03%	197
2023 Q4	$1.07M	Hold	14,424	–	–	0.04%	182
2023 Q3	$984K	Hold	14,424	–	–	0.04%	177
2023 Q2	$1.35M	Hold	14,424	–	–	0.05%	163
2023 Q1	$978K	Sell	14,424 -8	-0.1%	-$514	0.04%	177
2022 Q4	$715K	Hold	14,432	–	–	0.03%	204
2022 Q3	$469K	Sell	14,432 -392	-3%	-$16.2K	0.02%	219
2022 Q2	$584K	Hold	14,824	–	–	0.03%	194
2022 Q1	$1.04M	Buy	14,824 +400	+3%	+$29.2K	0.04%	161
2021 Q4	$1.12M	Hold	14,424	–	–	0.04%	142
2021 Q3	$1.38M	Hold	14,424	–	–	0.06%	127
2021 Q2	$1.79M	Hold	14,424	–	–	0.07%	114
2021 Q1	$1.9M	Hold	14,424	–	–	0.08%	103
2020 Q4	$1.91M	Hold	14,424	–	–	0.09%	99
2020 Q3	$1.47M	Buy	14,424 +155	+1%	+$13.4K	0.07%	110
2020 Q2	$1.24M	Hold	14,269	–	–	0.07%	115
2020 Q1	$828K	Buy	14,269 +2,000	+16%	+$162K	0.05%	128
2019 Q4	$1.14M	Buy	+12,269	New	+$1.08M	0.06%	129
2019 Q1	–	Sell	-41,069	Closed	-$2.59M	–	264
2018 Q4	$2.59M	Hold	41,069	–	–	0.18%	105
2018 Q3	$3.24M	Sell	41,069 -27,255	-40%	-$1.78M	0.19%	107
2018 Q2	$4.08M	Buy	+68,324	New	+$3.68M	0.28%	94

Other funds holding EXAS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

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

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

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

Boston Financial Management's EXAS Position: Q4 2024 in Review

Boston Financial Management increased its Exact Sciences (EXAS) stake by 0.02% in Q4 2024, buying an estimated $187 and bringing the position to 14,427 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #208.

Boston Financial Management first reported a position in EXAS in Q2 2018 and has held it in 24 quarters since. The position peaked at $4.08M in Q2 2018. 593 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

Boston Financial Management held 14,427 shares of Exact Sciences worth $811K as of Q4 2024.
Boston Financial Management bought 3 Exact Sciences shares in Q4 2024, an estimated $187.
Exact Sciences made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #208 holding.
Boston Financial Management first reported a position in Exact Sciences in Q2 2018 and has held it in 24 quarters since.
Boston Financial Management's Exact Sciences position peaked at $4.08M in Q2 2018.
593 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.