CFG
HOLX

Cooper Financial Group’s Hologic HOLX Stock Holding History

Cooper Financial Group’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
2024
Q4 		– Sell
-2,688
Closed -$219K – 398
2024
Q3 		$219K Sell
2,688
-247
-8% -$19.8K 0.03% 357
2024
Q2 		$218K Sell
2,935
-33
-1% -$2.47K 0.03% 356
2024
Q1 		$231K Sell
2,968
-6,497
-69% -$483K 0.04% 324
2023
Q4 		$676K Sell
9,465
-37
-0.4% -$2.58K 0.12% 159
2023
Q3 		$659K Buy
9,502
+174
+2% +$13.1K 0.16% 149
2023
Q2 		$755K Buy
9,328
+1,785
+24% +$146K 0.19% 127
2023
Q1 		$609K Buy
7,543
+3,113
+70% +$251K 0.16% 142
2022
Q4 		$331K Buy
4,430
+159
+4% +$11.3K 0.1% 203
2022
Q3 		$276K Sell
4,271
-174
-4% -$12.1K 0.1% 194
2022
Q2 		$308K Sell
4,445
-19
-0.4% -$1.41K 0.11% 176
2022
Q1 		$343K Buy
4,464
+1,203
+37% +$86.5K 0.13% 153
2021
Q4 		$250K Buy
+3,261
New +$240K 0.09% 195
2021
Q2 		– Sell
-2,730
Closed -$203K – 255
2021
Q1 		$203K Sell
2,730
-90
-3% -$6.83K 0.05% 237
2020
Q4 		$205K Buy
+2,820
New +$199K 0.04% 277

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cooper Financial Group's HOLX Position: Q4 2024 in Review

Cooper Financial Group sold out of Hologic (HOLX) in Q4 2024, closing a stake of 2,688 shares — an estimated $219K sold.

Cooper Financial Group first reported a position in HOLX in Q4 2020 and held it in 14 quarters. The position peaked at $755K in Q2 2023. 719 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Cooper Financial Group reported no remaining Hologic position as of Q4 2024 after selling out during the quarter.
  • Cooper Financial Group sold 2,688 Hologic shares in Q4 2024, an estimated $219K.
  • Cooper Financial Group first reported a position in Hologic in Q4 2020 and held it in 14 quarters.
  • Cooper Financial Group's Hologic position peaked at $755K in Q2 2023.
  • 719 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.