MW
HOLX

Marcum Wealth’s Hologic HOLX Stock Holding History

Marcum Wealth’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
Q4 		– Sell
-2,483
Closed -$202K – 422
2024
Q3 		$202K Buy
+2,483
New +$199K 0.02% 366
2024
Q2 		– Sell
-2,578
Closed -$201K – 399
2024
Q1 		$201K Buy
+2,578
New +$192K 0.02% 346
2023
Q3 		– Sell
-2,707
Closed -$219K – 385
2023
Q2 		$219K Sell
2,707
-33
-1% -$2.7K 0.03% 313
2023
Q1 		$221K Buy
+2,740
New +$221K 0.03% 302

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marcum Wealth's HOLX Position: Q4 2024 in Review

Marcum Wealth sold out of Hologic (HOLX) in Q4 2024, closing a stake of 2,483 shares — an estimated $202K sold.

Marcum Wealth first reported a position in HOLX in Q1 2023 and held it in 4 quarters. The position peaked at $221K in Q1 2023. 719 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Marcum Wealth reported no remaining Hologic position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 2,483 Hologic shares in Q4 2024, an estimated $202K.
  • Marcum Wealth first reported a position in Hologic in Q1 2023 and held it in 4 quarters.
  • Marcum Wealth's Hologic position peaked at $221K in Q1 2023.
  • 719 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.