Kelly Financial Services’s Hologic HOLX Stock Holding History

Kelly Financial Services’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
2023 Q3	–	Sell	-200	Closed	-$16.2K	–	774
2023 Q2	$16.2K	Hold	200	–	–	0.01%	303
2023 Q1	$16.1K	Hold	200	–	–	0.01%	294
2022 Q4	$15K	Hold	200	–	–	0.01%	289
2022 Q3	$12.9K	Hold	200	–	–	0.01%	299
2022 Q2	$13.9K	Hold	200	–	–	0.01%	286
2022 Q1	$15.4K	Hold	200	–	–	0.01%	296
2021 Q4	$15.3K	Hold	200	–	–	0.01%	296
2021 Q3	$14.8K	Sell	200 -13,144	-99%	-$986K	0.01%	284
2021 Q2	$200K	Buy	13,344 +13,144	+6,572%	+$879K	0.01%	301
2021 Q1	$14.9K	Hold	200	–	–	0.01%	251
2020 Q4	$14.6K	Hold	200	–	–	0.01%	227
2020 Q3	$13.3K	Sell	200 -200	-50%	-$12.7K	0.01%	221
2020 Q2	$22.8K	Hold	400	–	–	0.02%	146
2020 Q1	$14K	Hold	400	–	–	0.02%	179
2019 Q4	$20.9K	Hold	400	–	–	0.02%	158
2019 Q3	$20.2K	Hold	400	–	–	0.02%	146
2019 Q2	$19.2K	Hold	400	–	–	0.02%	153
2019 Q1	$19.4K	Buy	+400	New	+$18K	0.02%	150

Other funds holding HOLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kelly Financial Services's HOLX Position: Q3 2023 in Review

Kelly Financial Services sold out of Hologic (HOLX) in Q3 2023, closing a stake of 200 shares — an estimated $16.2K sold.

Kelly Financial Services first reported a position in HOLX in Q1 2019 and held it in 18 quarters. The position peaked at $200K in Q2 2021. 693 funds tracked by Wall St. Rank hold HOLX as of Q3 2023.

Kelly Financial Services reported no remaining Hologic position as of Q3 2023 after selling out during the quarter.
Kelly Financial Services sold 200 Hologic shares in Q3 2023, an estimated $16.2K.
Kelly Financial Services first reported a position in Hologic in Q1 2019 and held it in 18 quarters.
Kelly Financial Services's Hologic position peaked at $200K in Q2 2021.
693 funds tracked by Wall St. Rank held Hologic as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.