KWM
HOLX

Keebeck Wealth Management’s Hologic HOLX Stock Holding History

Keebeck Wealth Management’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
2020
Q3 		– Sell
-150
Closed -$8K – 261
2020
Q2 		$8K Buy
+150
New +$7.36K ﹤0.01% 318
2020
Q1 		– Sell
-150
Closed -$7K – 230
2019
Q4 		$7K Buy
+150
New +$7.47K ﹤0.01% 307

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 $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Keebeck Wealth Management's HOLX Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Hologic (HOLX) in Q3 2020, closing a stake of 150 shares — an estimated $8K sold.

Keebeck Wealth Management first reported a position in HOLX in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 567 funds tracked by Wall St. Rank hold HOLX as of Q3 2020.

  • Keebeck Wealth Management reported no remaining Hologic position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 150 Hologic shares in Q3 2020, an estimated $8K.
  • Keebeck Wealth Management first reported a position in Hologic in Q4 2019 and held it in 2 quarters.
  • Keebeck Wealth Management's Hologic position peaked at $8K in Q2 2020.
  • 567 funds tracked by Wall St. Rank held Hologic as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.