Peak Financial Management’s Hologic HOLX Stock Holding History

Peak Financial Management’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 Q2	–	Sell	-2,784	Closed	-$217K	–	99
2024 Q1	$217K	Buy	+2,784	New	+$207K	0.07%	91

Other funds holding HOLX

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Peak Financial Management's HOLX Position: Q2 2024 in Review

Peak Financial Management sold out of Hologic (HOLX) in Q2 2024, closing a stake of 2,784 shares — an estimated $217K sold.

Peak Financial Management first reported a position in HOLX in Q1 2024 and held it in 1 quarter. The position peaked at $217K in Q1 2024. 703 funds tracked by Wall St. Rank hold HOLX as of Q2 2024.

Peak Financial Management reported no remaining Hologic position as of Q2 2024 after selling out during the quarter.
Peak Financial Management sold 2,784 Hologic shares in Q2 2024, an estimated $217K.
Peak Financial Management first reported a position in Hologic in Q1 2024 and held it in 1 quarter.
Peak Financial Management's Hologic position peaked at $217K in Q1 2024.
703 funds tracked by Wall St. Rank held Hologic as of Q2 2024.

Based on Peak Financial Management's 13F filing for Q2 2024, filed 23 Jul 2024.