IAA
HOLX

Independent Advisor Alliance’s Hologic HOLX Stock Holding History

Independent Advisor Alliance’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
-3,598
Closed -$293K – 1359
2024
Q3 		$293K Sell
3,598
-6
-0.2% -$480 0.01% 574
2024
Q2 		$268K Sell
3,604
-677
-16% -$50.7K 0.01% 600
2024
Q1 		$334K Sell
4,281
-547
-11% -$40.7K 0.01% 546
2023
Q4 		$345K Buy
4,828
+1,073
+29% +$74.7K 0.01% 516
2023
Q3 		$261K Sell
3,755
-67
-2% -$5.06K 0.01% 552
2023
Q2 		$309K Hold
3,822
– – 0.01% 524
2023
Q1 		$308K Buy
+3,822
New +$308K 0.01% 512
2022
Q4 		– Sell
-4,030
Closed -$260K – 512
2022
Q3 		$260K Sell
4,030
-202
-5% -$14K 0.02% 520
2022
Q2 		$293K Sell
4,232
-1,545
-27% -$115K 0.02% 494
2022
Q1 		$444K Buy
+5,777
New +$415K 0.02% 421

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's HOLX Position: Q4 2024 in Review

Independent Advisor Alliance sold out of Hologic (HOLX) in Q4 2024, closing a stake of 3,598 shares — an estimated $293K sold.

Independent Advisor Alliance first reported a position in HOLX in Q1 2022 and held it in 10 quarters. The position peaked at $444K in Q1 2022. 719 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Independent Advisor Alliance reported no remaining Hologic position as of Q4 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,598 Hologic shares in Q4 2024, an estimated $293K.
  • Independent Advisor Alliance first reported a position in Hologic in Q1 2022 and held it in 10 quarters.
  • Independent Advisor Alliance's Hologic position peaked at $444K in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Independent Advisor Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.