Rockbridge Investment Management’s Boston Scientific BSX Stock Holding History

Rockbridge 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
2024 Q1	–	Sell	-62	Closed	-$3.58K	–	190
2023 Q4	$3.58K	Buy	+62	New	+$3.31K	﹤0.01%	504
2022 Q3	–	Sell	-62	Closed	-$2.31K	–	171
2022 Q2	$2.31K	Hold	62	–	–	﹤0.01%	531
2022 Q1	$2.79K	Hold	62	–	–	﹤0.01%	681
2021 Q4	$3K	Hold	62	–	–	﹤0.01%	694
2021 Q3	$3K	Hold	62	–	–	﹤0.01%	639
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	636
2021 Q1	$2K	Hold	62	–	–	﹤0.01%	643
2020 Q4	$2K	Hold	62	–	–	﹤0.01%	623
2020 Q3	$2K	Hold	62	–	–	﹤0.01%	579
2020 Q2	$2K	Buy	+62	New	+$2.23K	﹤0.01%	553

Other funds holding BSX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Rockbridge Investment Management's BSX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Boston Scientific (BSX) in Q1 2024, closing a stake of 62 shares — an estimated $3.58K sold.

Rockbridge Investment Management first reported a position in BSX in Q2 2020 and held it in 10 quarters. The position peaked at $3.58K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold BSX as of Q1 2024.

Rockbridge Investment Management reported no remaining Boston Scientific position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 62 Boston Scientific shares in Q1 2024, an estimated $3.58K.
Rockbridge Investment Management first reported a position in Boston Scientific in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Boston Scientific position peaked at $3.58K in Q4 2023.
1,222 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.