MBFW
HOLX

Morton Brown Family Wealth’s Hologic HOLX Stock Holding History

Morton Brown Family 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
2023
Q2 		– Sell
-27
Closed -$2.18K – 233
2023
Q1 		$2.18K Buy
+27
New +$2.17K ﹤0.01% 188

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morton Brown Family Wealth's HOLX Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Hologic (HOLX) in Q2 2023, closing a stake of 27 shares — an estimated $2.18K sold.

Morton Brown Family Wealth first reported a position in HOLX in Q1 2023 and held it in 1 quarter. The position peaked at $2.18K in Q1 2023. 713 funds tracked by Wall St. Rank hold HOLX as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Hologic position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 27 Hologic shares in Q2 2023, an estimated $2.18K.
  • Morton Brown Family Wealth first reported a position in Hologic in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Hologic position peaked at $2.18K in Q1 2023.
  • 713 funds tracked by Wall St. Rank held Hologic as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.