KFS
HOLX

Kaizen Financial Strategies’s Hologic HOLX Stock Holding History

Kaizen Financial Strategies’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
2021
Q1 		$692K Buy
9,300
+6,000
+182% +$456K 0.66% 49
2020
Q4 		$240K Buy
+3,300
New +$233K 0.27% 103

Other funds holding HOLX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Kaizen Financial Strategies's HOLX Position: Q1 2021 in Review

Kaizen Financial Strategies increased its Hologic (HOLX) stake by 182% in Q1 2021, buying an estimated $456K and bringing the position to 9,300 shares worth $692K. The position accounts for 0.66% of the portfolio, ranked #49.

Kaizen Financial Strategies first reported a position in HOLX in Q4 2020 and has held it in 2 quarters since. 638 funds tracked by Wall St. Rank hold HOLX as of Q1 2021.

  • Kaizen Financial Strategies held 9,300 shares of Hologic worth $692K as of Q1 2021.
  • Kaizen Financial Strategies bought 6,000 Hologic shares in Q1 2021, an estimated $456K.
  • Hologic made up 0.66% of Kaizen Financial Strategies's portfolio in Q1 2021, its #49 holding.
  • Kaizen Financial Strategies first reported a position in Hologic in Q4 2020 and has held it in 2 quarters since.
  • 638 funds tracked by Wall St. Rank held Hologic as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.