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Morningstar Investment Management’s Boston Scientific BSX Stock Holding History

Morningstar Investment Management’s Portfolio BSX Stock Details BSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,736
Closed -$936K – 201
2023
Q3 		$936K Hold
17,736
– – 0.13% 61
2023
Q2 		$959K Buy
+17,736
New +$926K 0.13% 65

Other funds holding BSX

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Management's BSX Position: Q4 2023 in Review

Morningstar Investment Management sold out of Boston Scientific (BSX) in Q4 2023, closing a stake of 17,736 shares — an estimated $936K sold.

Morningstar Investment Management first reported a position in BSX in Q2 2023 and held it in 2 quarters. The position peaked at $959K in Q2 2023. 1,149 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

  • Morningstar Investment Management reported no remaining Boston Scientific position as of Q4 2023 after selling out during the quarter.
  • Morningstar Investment Management sold 17,736 Boston Scientific shares in Q4 2023, an estimated $936K.
  • Morningstar Investment Management first reported a position in Boston Scientific in Q2 2023 and held it in 2 quarters.
  • Morningstar Investment Management's Boston Scientific position peaked at $959K in Q2 2023.
  • 1,149 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Morningstar Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.