JP Morgan Private Wealth Advisors’s Hologic HOLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $956K | Buy |
+13,775
| New | +$1.04M | ﹤0.01% | 992 |
|
|
2023
Q2 | – | Sell |
-15,627
| Closed | -$1.26M | – | 1658 |
|
|
2023
Q1 | $1.26M | Buy |
15,627
+2,460
| +19% | +$198K | ﹤0.01% | 1059 |
|
|
2022
Q4 | $985K | Sell |
13,167
-2,210
| -14% | -$157K | ﹤0.01% | 1154 |
|
|
2022
Q3 | $992K | Buy |
15,377
+971
| +7% | +$67.3K | ﹤0.01% | 1139 |
|
|
2022
Q2 | $998K | Buy |
14,406
+1,136
| +9% | +$84.3K | ﹤0.01% | 1150 |
|
|
2022
Q1 | $1.02M | Buy |
13,270
+4,595
| +53% | +$330K | ﹤0.01% | 1214 |
|
|
2021
Q4 | $664K | Buy |
8,675
+744
| +9% | +$54.7K | ﹤0.01% | 1434 |
|
|
2021
Q3 | $585K | Buy |
7,931
+506
| +7% | +$37.9K | ﹤0.01% | 1438 |
|
|
2021
Q2 | $495K | Buy |
7,425
+171
| +2% | +$11.4K | ﹤0.01% | 1482 |
|
|
2021
Q1 | $540K | Sell |
7,254
-172
| -2% | -$13.1K | ﹤0.01% | 1281 |
|
|
2020
Q4 | $541K | Buy |
7,426
+463
| +7% | +$32.7K | ﹤0.01% | 1260 |
|
|
2020
Q3 | $463K | Buy |
6,963
+53
| +0.8% | +$3.35K | ﹤0.01% | 1194 |
|
|
2020
Q2 | $394K | Sell |
6,910
-6
| -0.1% | -$294 | ﹤0.01% | 1205 |
|
|
2020
Q1 | $243K | Sell |
6,916
-332
| -5% | -$15.8K | ﹤0.01% | 1212 |
|
|
2019
Q4 | $378K | Sell |
7,248
-192
| -3% | -$9.56K | ﹤0.01% | 1144 |
|
|
2019
Q3 | $376K | Sell |
7,440
-1,104
| -13% | -$54.3K | ﹤0.01% | 1105 |
|
|
2019
Q2 | $410K | Sell |
8,544
-347
| -4% | -$16K | ﹤0.01% | 1049 |
|
|
2019
Q1 | $430K | Sell |
8,891
-383
| -4% | -$17.3K | ﹤0.01% | 1083 |
|
|
2018
Q4 | $381K | Sell |
9,274
-16,654
| -64% | -$683K | ﹤0.01% | 1063 |
|
|
2018
Q3 | $1.06M | Sell |
25,928
-8,517
| -25% | -$344K | 0.01% | 807 |
|
|
2018
Q2 | $1.37M | Sell |
34,445
-2,178
| -6% | -$83.8K | 0.01% | 685 |
|
|
2018
Q1 | $1.37M | Buy |
36,623
+8,010
| +28% | +$324K | 0.01% | 573 |
|
|
2017
Q4 | $1.22M | Buy |
28,613
+784
| +3% | +$31.3K | 0.01% | 606 |
|
|
2017
Q3 | $1.02M | Sell |
27,829
-10,690
| -28% | -$431K | 0.01% | 626 |
|
|
2017
Q2 | $1.75M | Buy |
38,519
+3,379
| +10% | +$149K | 0.01% | 488 |
|
|
2017
Q1 | $1.5M | Sell |
35,140
-24,942
| -42% | -$1.02M | 0.01% | 534 |
|
|
2016
Q4 | $2.41M | Buy |
60,082
+11,565
| +24% | +$446K | 0.02% | 409 |
|
|
2016
Q3 | $1.88M | Sell |
48,517
-1,821
| -4% | -$68.7K | 0.02% | 449 |
|
|
2016
Q2 | $1.74M | Sell |
50,338
-5,046
| -9% | -$175K | 0.02% | 475 |
|
|
2016
Q1 | $1.91M | Buy |
55,384
+25,067
| +83% | +$874K | 0.02% | 409 |
|
|
2015
Q4 | $1.17M | Buy |
30,317
+22,778
| +302% | +$886K | 0.01% | 482 |
|
|
2015
Q3 | $295K | Buy |
7,539
+2,034
| +37% | +$80.7K | ﹤0.01% | 798 |
|
|
2015
Q2 | $210K | Buy |
+5,505
| New | +$193K | ﹤0.01% | 954 |
|
Other funds holding HOLX
JP Morgan Private Wealth Advisors's HOLX Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Hologic (HOLX) in Q3 2023: 13,775 shares worth $956K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in HOLX as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in HOLX in Q2 2015 and has held it in 33 quarters since. The position peaked at $2.41M in Q4 2016. 693 funds tracked by Wall St. Rank hold HOLX as of Q3 2023.
- JP Morgan Private Wealth Advisors held 13,775 shares of Hologic worth $956K as of Q3 2023.
- Hologic was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Hologic made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #992 holding.
- JP Morgan Private Wealth Advisors first reported a position in Hologic in Q2 2015 and has held it in 33 quarters since.
- JP Morgan Private Wealth Advisors's Hologic position peaked at $2.41M in Q4 2016.
- 693 funds tracked by Wall St. Rank held Hologic as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.