Gradient Investments’s Hologic HOLX Stock Holding History

Gradient Investments’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 Q1	–	Sell	-33	Closed	-$2.36K	–	1499
2023 Q4	$2.36K	Hold	33	–	–	﹤0.01%	1184
2023 Q3	$2.29K	Buy	33 +14	+74%	+$1.06K	﹤0.01%	1147
2023 Q2	$1.54K	Buy	+19	New	+$1.55K	﹤0.01%	1223
2020 Q1	–	Sell	-111	Closed	-$6K	–	1146
2019 Q4	$6K	Hold	111	–	–	﹤0.01%	792
2019 Q3	$6K	Buy	111 +7	+7%	+$344	﹤0.01%	774
2019 Q2	$5K	Hold	104	–	–	﹤0.01%	767
2019 Q1	$5K	Hold	104	–	–	﹤0.01%	648
2018 Q4	$4K	Sell	104 -28	-21%	-$1.15K	﹤0.01%	736
2018 Q3	$5K	Hold	132	–	–	﹤0.01%	735
2018 Q2	$5K	Hold	132	–	–	﹤0.01%	722
2018 Q1	$5K	Hold	132	–	–	﹤0.01%	725
2017 Q4	$6K	Buy	+132	New	+$5.26K	﹤0.01%	666
2017 Q3	–	Sell	-104	Closed	-$5K	–	436
2017 Q2	$5K	Hold	104	–	–	﹤0.01%	570
2017 Q1	$4K	Hold	104	–	–	﹤0.01%	637
2016 Q4	$4K	Hold	104	–	–	﹤0.01%	574
2016 Q3	$4K	Hold	104	–	–	﹤0.01%	558
2016 Q2	$4K	Hold	104	–	–	﹤0.01%	547
2016 Q1	$4K	Hold	104	–	–	﹤0.01%	564
2015 Q4	$4K	Buy	+104	New	+$4.05K	﹤0.01%	519
2014 Q1	–	Sell	-1,000	Closed	-$22K	–	574
2013 Q4	$22K	Buy	+1,000	New	+$22K	0.01%	292
2013 Q3	–	Sell	-340	Closed	-$7K	–	543
2013 Q2	$7K	Buy	+340	New	+$7.1K	﹤0.01%	286

Other funds holding HOLX

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Gradient Investments's HOLX Position: Q1 2024 in Review

Gradient Investments sold out of Hologic (HOLX) in Q1 2024, closing a stake of 33 shares — an estimated $2.36K sold.

Gradient Investments first reported a position in HOLX in Q2 2013 and held it in 21 quarters. The position peaked at $22K in Q4 2013. 705 funds tracked by Wall St. Rank hold HOLX as of Q1 2024.

Gradient Investments reported no remaining Hologic position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 33 Hologic shares in Q1 2024, an estimated $2.36K.
Gradient Investments first reported a position in Hologic in Q2 2013 and held it in 21 quarters.
Gradient Investments's Hologic position peaked at $22K in Q4 2013.
705 funds tracked by Wall St. Rank held Hologic as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.