LF
HOLX

Lee Financial’s Hologic HOLX Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-250
Closed -$17.9K – 454
2023
Q4 		$17.9K Hold
250
– – ﹤0.01% 336
2023
Q3 		$17.4K Hold
250
– – ﹤0.01% 327
2023
Q2 		$20.2K Buy
250
+40
+19% +$3.27K ﹤0.01% 302
2023
Q1 		$16.9K Sell
210
-4
-2% -$322 ﹤0.01% 334
2022
Q4 		$16K Buy
214
+60
+39% +$4.27K ﹤0.01% 389
2022
Q3 		$10K Sell
154
-81
-34% -$5.61K ﹤0.01% 432
2022
Q2 		$16K Sell
235
-18
-7% -$1.34K ﹤0.01% 370
2022
Q1 		$20K Buy
253
+203
+406% +$14.6K ﹤0.01% 341
2021
Q4 		$4K Buy
50
+26
+108% +$1.91K ﹤0.01% 624
2021
Q3 		$2K Buy
+24
New +$1.8K ﹤0.01% 619
2017
Q3 		– Sell
-185
Closed -$8K – 499
2017
Q2 		$8K Hold
185
– – ﹤0.01% 355
2017
Q1 		$8K Hold
185
– – ﹤0.01% 308
2016
Q4 		$7K Buy
+185
New +$7.14K ﹤0.01% 342

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Financial's HOLX Position: Q1 2024 in Review

Lee Financial sold out of Hologic (HOLX) in Q1 2024, closing a stake of 250 shares — an estimated $17.9K sold.

Lee Financial first reported a position in HOLX in Q4 2016 and held it in 13 quarters. The position peaked at $20.2K in Q2 2023. 705 funds tracked by Wall St. Rank hold HOLX as of Q1 2024.

  • Lee Financial reported no remaining Hologic position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 250 Hologic shares in Q1 2024, an estimated $17.9K.
  • Lee Financial first reported a position in Hologic in Q4 2016 and held it in 13 quarters.
  • Lee Financial's Hologic position peaked at $20.2K in Q2 2023.
  • 705 funds tracked by Wall St. Rank held Hologic as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.