Next Financial Group’s Hologic HOLX Stock Holding History

Next Financial Group’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
2021 Q4	$5K	Buy	72 +48	+200%	+$3.53K	﹤0.01%	2419
2021 Q3	$1K	Sell	24 -168	-88%	-$12.6K	﹤0.01%	2626
2021 Q2	$13K	Sell	192 -1,526	-89%	-$102K	﹤0.01%	1893
2021 Q1	$127K	Buy	1,718 +1,308	+319%	+$99.3K	0.01%	925
2020 Q4	$30K	Buy	410 +402	+5,025%	+$28.4K	﹤0.01%	1385
2020 Q3	$1K	Buy	+8	New	+$506	﹤0.01%	2108
2020 Q2	–	Sell	-383	Closed	-$13K	–	1144
2020 Q1	$13K	Buy	+383	New	+$18.2K	﹤0.01%	1432
2019 Q2	–	Sell	-427	Closed	-$21K	–	2333
2019 Q1	$21K	Sell	427 -100	-19%	-$4.51K	0.01%	953
2018 Q4	$22K	Hold	527	–	–	﹤0.01%	1055
2018 Q3	$22K	Buy	+527	New	+$21.3K	0.01%	754
2017 Q3	–	Sell	-800	Closed	-$36K	–	1838
2017 Q2	$36K	Buy	+800	New	+$35.3K	0.01%	870
2015 Q1	–	Sell	-1,100	Closed	-$29K	–	1888
2014 Q4	$29K	Hold	1,100	–	–	0.01%	844
2014 Q3	$27K	Hold	1,100	–	–	0.01%	1247
2014 Q2	$28K	Buy	+1,100	New	+$25.7K	0.01%	497

Other funds holding HOLX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's HOLX Position: Q4 2021 in Review

Next Financial Group increased its Hologic (HOLX) stake by 200% in Q4 2021, buying an estimated $3.53K and bringing the position to 72 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Next Financial Group first reported a position in HOLX in Q2 2014 and has held it in 14 quarters since. The position peaked at $127K in Q1 2021. 678 funds tracked by Wall St. Rank hold HOLX as of Q4 2021.

Next Financial Group held 72 shares of Hologic worth $5K as of Q4 2021.
Next Financial Group bought 48 Hologic shares in Q4 2021, an estimated $3.53K.
Hologic made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2419 holding.
Next Financial Group first reported a position in Hologic in Q2 2014 and has held it in 14 quarters since.
Next Financial Group's Hologic position peaked at $127K in Q1 2021.
678 funds tracked by Wall St. Rank held Hologic as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.