Essex Investment Management’s Boston Scientific BSX Stock Holding History

Essex Investment Management’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 Q4	–	Sell	-13,181	Closed	-$696K	–	333
2023 Q3	$696K	Sell	13,181 -2,418	-16%	-$127K	0.11%	220
2023 Q2	$844K	Sell	15,599 -8,401	-35%	-$439K	0.12%	225
2023 Q1	$1.2M	Buy	+24,000	New	+$1.13M	0.17%	175
2018 Q3	–	Sell	-17,352	Closed	-$567K	–	407
2018 Q2	$567K	Hold	17,352	–	–	0.07%	282
2018 Q1	$474K	Hold	17,352	–	–	0.06%	273
2017 Q4	$430K	Buy	+17,352	New	+$479K	0.06%	282
2016 Q4	–	Sell	-74,438	Closed	-$1.77M	–	347
2016 Q3	$1.77M	Sell	74,438 -134	-0.2%	-$3.2K	0.29%	93
2016 Q2	$1.74M	Hold	74,572	–	–	0.29%	91
2016 Q1	$1.4M	Buy	74,572 +33,327	+81%	+$585K	0.24%	92
2015 Q4	$761K	Hold	41,245	–	–	0.12%	186
2015 Q3	$677K	Hold	41,245	–	–	0.11%	185
2015 Q2	$730K	Sell	41,245 -3,302	-7%	-$59K	0.11%	199
2015 Q1	$791K	Buy	44,547 +21,728	+95%	+$343K	0.11%	192
2014 Q4	$302K	Hold	22,819	–	–	0.04%	280
2014 Q3	$269K	Hold	22,819	–	–	0.04%	301
2014 Q2	$291K	Buy	+22,819	New	+$297K	0.04%	306

Other funds holding BSX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Essex Investment Management's BSX Position: Q4 2023 in Review

Essex Investment Management sold out of Boston Scientific (BSX) in Q4 2023, closing a stake of 13,181 shares — an estimated $696K sold.

Essex Investment Management first reported a position in BSX in Q2 2014 and held it in 16 quarters. The position peaked at $1.77M in Q3 2016. 1,150 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

Essex Investment Management reported no remaining Boston Scientific position as of Q4 2023 after selling out during the quarter.
Essex Investment Management sold 13,181 Boston Scientific shares in Q4 2023, an estimated $696K.
Essex Investment Management first reported a position in Boston Scientific in Q2 2014 and held it in 16 quarters.
Essex Investment Management's Boston Scientific position peaked at $1.77M in Q3 2016.
1,150 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.