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Newfound Research’s Boston Scientific BSX Stock Holding History

Newfound Research’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
2022
Q3 		$85K Sell
2,198
-353
-14% -$14.2K 0.21% 31
2022
Q2 		$95K Buy
2,551
+919
+56% +$37.4K 0.2% 42
2022
Q1 		$72K Buy
1,632
+53
+3% +$2.3K 0.09% 127
2021
Q4 		$67K Buy
1,579
+273
+21% +$11.5K 0.08% 120
2021
Q3 		$57K Buy
+1,306
New +$57.8K 0.09% 114

Other funds holding BSX

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return

Newfound Research's BSX Position: Q3 2022 in Review

Newfound Research reduced its Boston Scientific (BSX) stake by 14% in Q3 2022, selling an estimated $14.2K and leaving 2,198 shares worth $85K. The position accounts for 0.21% of the portfolio, ranked #31.

Newfound Research first reported a position in BSX in Q3 2021 and has held it in 5 quarters since. The position peaked at $95K in Q2 2022. 864 funds tracked by Wall St. Rank hold BSX as of Q3 2022.

  • Newfound Research held 2,198 shares of Boston Scientific worth $85K as of Q3 2022.
  • Newfound Research sold 353 Boston Scientific shares in Q3 2022, an estimated $14.2K.
  • Boston Scientific made up 0.21% of Newfound Research's portfolio in Q3 2022, its #31 holding.
  • Newfound Research first reported a position in Boston Scientific in Q3 2021 and has held it in 5 quarters since.
  • Newfound Research's Boston Scientific position peaked at $95K in Q2 2022.
  • 864 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.