LWM Advisory Services’s Hologic HOLX Stock Holding History

LWM Advisory 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
2022 Q4	–	Sell	-3,964	Closed	-$256K	–	103
2022 Q3	$256K	Buy	3,964 +202	+5%	+$14K	0.29%	93
2022 Q2	$261K	Buy	3,762 +375	+11%	+$27.8K	0.31%	92
2022 Q1	$260K	Buy	+3,387	New	+$244K	0.32%	90

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LWM Advisory Services's HOLX Position: Q4 2022 in Review

LWM Advisory Services sold out of Hologic (HOLX) in Q4 2022, closing a stake of 3,964 shares — an estimated $256K sold.

LWM Advisory Services first reported a position in HOLX in Q1 2022 and held it in 3 quarters. The position peaked at $261K in Q2 2022. 698 funds tracked by Wall St. Rank hold HOLX as of Q4 2022.

LWM Advisory Services reported no remaining Hologic position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 3,964 Hologic shares in Q4 2022, an estimated $256K.
LWM Advisory Services first reported a position in Hologic in Q1 2022 and held it in 3 quarters.
LWM Advisory Services's Hologic position peaked at $261K in Q2 2022.
698 funds tracked by Wall St. Rank held Hologic as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.