Inverness Counsel’s Boston Scientific BSX Stock Holding History

Inverness Counsel’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
2022 Q3	$1.77M	Sell	45,782 -971,816	-96%	-$39M	0.1%	67
2022 Q2	$37.9M	Sell	1,017,598 -29,119	-3%	-$1.19M	2.13%	13
2022 Q1	$46.4M	Buy	1,046,717 +464,710	+80%	+$20.1M	2.08%	13
2021 Q4	$24.7M	Sell	582,007 -731,513	-56%	-$30.7M	0.91%	31
2021 Q3	$57M	Buy	1,313,520 +16,217	+1%	+$717K	2.09%	16
2021 Q2	$55.5M	Sell	1,297,303 -45,669	-3%	-$1.92M	2.02%	16
2021 Q1	$51.9M	Buy	1,342,972 +274,387	+26%	+$10.4M	2.14%	13
2020 Q4	$38.4M	Sell	1,068,585 -241,598	-18%	-$8.71M	1.57%	25
2020 Q3	$50.1M	Buy	1,310,183 +745,886	+132%	+$28.7M	2.24%	12
2020 Q2	$19.8M	Buy	+564,297	New	+$20.3M	0.99%	33

Other funds holding BSX

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 1-Year Est. Return

Inverness Counsel's BSX Position: Q3 2022 in Review

Inverness Counsel reduced its Boston Scientific (BSX) stake by 96% in Q3 2022, selling an estimated $39M and leaving 45,782 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #67.

Inverness Counsel first reported a position in BSX in Q2 2020 and has held it in 10 quarters since. The position peaked at $57M in Q3 2021. 865 funds tracked by Wall St. Rank hold BSX as of Q3 2022.

Inverness Counsel held 45,782 shares of Boston Scientific worth $1.77M as of Q3 2022.
Inverness Counsel sold 971,816 Boston Scientific shares in Q3 2022, an estimated $39M.
Boston Scientific made up 0.1% of Inverness Counsel's portfolio in Q3 2022, its #67 holding.
Inverness Counsel first reported a position in Boston Scientific in Q2 2020 and has held it in 10 quarters since.
Inverness Counsel's Boston Scientific position peaked at $57M in Q3 2021.
865 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.