EA
BSX icon

Ellsworth Advisors’s Boston Scientific BSX Stock Holding History

Ellsworth 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
2023
Q2 		– Sell
-95,920
Closed -$4.8M – 164
2023
Q1 		$4.8M Buy
95,920
+1,114
+1% +$52.5K 1.69% 11
2022
Q4 		$4.27M Sell
94,806
-570
-0.6% -$24.7K 1.6% 15
2022
Q3 		$3.69M Buy
95,376
+1,886
+2% +$75.7K 1.58% 18
2022
Q2 		$3.48M Buy
93,490
+1,065
+1% +$43.4K 1.41% 28
2022
Q1 		$4.35M Buy
92,425
+2,727
+3% +$118K 1.54% 13
2021
Q4 		$3.81M Buy
+89,698
New +$3.77M 1.41% 26

Other funds holding BSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Ellsworth Advisors's BSX Position: Q2 2023 in Review

Ellsworth Advisors sold out of Boston Scientific (BSX) in Q2 2023, closing a stake of 95,920 shares — an estimated $4.8M sold.

Ellsworth Advisors first reported a position in BSX in Q4 2021 and held it in 6 quarters. The position peaked at $4.8M in Q1 2023. 1,067 funds tracked by Wall St. Rank hold BSX as of Q2 2023.

  • Ellsworth Advisors reported no remaining Boston Scientific position as of Q2 2023 after selling out during the quarter.
  • Ellsworth Advisors sold 95,920 Boston Scientific shares in Q2 2023, an estimated $4.8M.
  • Ellsworth Advisors first reported a position in Boston Scientific in Q4 2021 and held it in 6 quarters.
  • Ellsworth Advisors's Boston Scientific position peaked at $4.8M in Q1 2023.
  • 1,067 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2023.

Based on Ellsworth Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.