Fernwood Investment Management’s Boston Scientific BSX Stock Holding History

Fernwood 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
2024 Q4	$1.7M	Sell	19,074 -250	-1%	-$22K	0.59%	41
2024 Q3	$1.62M	Sell	19,324 -200	-1%	-$15.8K	0.53%	52
2024 Q2	$1.5M	Sell	19,524 -300	-2%	-$22K	0.47%	57
2024 Q1	$1.36M	Sell	19,824 -1,350	-6%	-$86.8K	0.4%	64
2023 Q4	$1.22M	Sell	21,174 -450	-2%	-$24K	0.4%	69
2023 Q3	$1.14M	Hold	21,624	–	–	0.41%	70
2023 Q2	$1.17M	Hold	21,624	–	–	0.41%	71
2023 Q1	$1.08M	Sell	21,624 -500	-2%	-$23.6K	0.42%	72
2022 Q4	$1.02M	Sell	22,124 -3,640	-14%	-$158K	0.42%	70
2022 Q3	$998K	Sell	25,764 -480	-2%	-$19.3K	0.42%	67
2022 Q2	$978K	Hold	26,244	–	–	0.42%	71
2022 Q1	$1.16M	Sell	26,244 -400	-2%	-$17.3K	0.41%	74
2021 Q4	$1.13M	Sell	26,644 -680	-2%	-$28.6K	0.37%	78
2021 Q3	$1.19M	Hold	27,324	–	–	0.41%	76
2021 Q2	$1.17M	Sell	27,324 -500	-2%	-$21K	0.39%	78
2021 Q1	$1.07M	Hold	27,824	–	–	0.4%	78
2020 Q4	$1M	Hold	27,824	–	–	0.39%	77
2020 Q3	$1.06M	Sell	27,824 -500	-2%	-$19.3K	0.5%	59
2020 Q2	$994K	Hold	28,324	–	–	0.49%	58
2020 Q1	$924K	Hold	28,324	–	–	0.59%	53
2019 Q4	$1.28M	Sell	28,324 -2,750	-9%	-$115K	0.61%	49
2019 Q3	$1.26M	Buy	+31,074	New	+$1.32M	0.63%	48
2019 Q2	–	Sell	-35,974	Closed	-$1.38M	–	154
2019 Q1	$1.38M	Sell	35,974 -5,000	-12%	-$191K	0.74%	43
2018 Q4	$1.45M	Sell	40,974 -600	-1%	-$21.8K	0.93%	33
2018 Q3	$1.6M	Sell	41,574 -1,500	-3%	-$52.4K	0.85%	37
2018 Q2	$1.41M	Hold	43,074	–	–	0.76%	44
2018 Q1	$1.18M	Hold	43,074	–	–	0.66%	46
2017 Q4	$1.07M	Sell	43,074 -700	-2%	-$19.3K	0.57%	53
2017 Q3	$1.28M	Hold	43,774	–	–	0.8%	34
2017 Q2	$1.21M	Hold	43,774	–	–	0.88%	31
2017 Q1	$1.09M	Hold	43,774	–	–	0.87%	34
2016 Q4	$947K	Sell	43,774 -1,000	-2%	-$21.8K	0.91%	38
2016 Q3	$1.07M	Hold	44,774	–	–	0.98%	29
2016 Q2	$1.05M	Sell	44,774 -2,800	-6%	-$60.6K	1.02%	29
2016 Q1	$895K	Buy	47,574 +1,400	+3%	+$24.6K	0.91%	39
2015 Q4	$851K	Sell	46,174 -1,000	-2%	-$17.9K	0.73%	39
2015 Q3	$774K	Hold	47,174	–	–	0.68%	47
2015 Q2	$835K	Hold	47,174	–	–	0.66%	46
2015 Q1	$837K	Sell	47,174 -2,000	-4%	-$31.6K	0.69%	47
2014 Q4	$652K	Sell	49,174 -1,000	-2%	-$12.8K	0.55%	53
2014 Q3	$593K	Sell	50,174 -2,000	-4%	-$25.2K	0.51%	58
2014 Q2	$666K	Sell	52,174 -2,500	-5%	-$32.5K	0.55%	54
2014 Q1	$739K	Buy	54,674 +15,274	+39%	+$200K	0.69%	47
2013 Q4	$474K	Buy	+39,400	New	+$465K	0.31%	80

Other funds holding BSX

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

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

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

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

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

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

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

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

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

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

Fernwood Investment Management's BSX Position: Q4 2024 in Review

Fernwood Investment Management reduced its Boston Scientific (BSX) stake by 1.3% in Q4 2024, selling an estimated $22K and leaving 19,074 shares worth $1.7M. The position accounts for 0.59% of the portfolio, ranked #41.

Fernwood Investment Management first reported a position in BSX in Q4 2013 and has held it in 44 quarters since. 1,512 funds tracked by Wall St. Rank hold BSX as of Q4 2024.

Fernwood Investment Management held 19,074 shares of Boston Scientific worth $1.7M as of Q4 2024.
Fernwood Investment Management sold 250 Boston Scientific shares in Q4 2024, an estimated $22K.
Boston Scientific made up 0.59% of Fernwood Investment Management's portfolio in Q4 2024, its #41 holding.
Fernwood Investment Management first reported a position in Boston Scientific in Q4 2013 and has held it in 44 quarters since.
1,512 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.