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Simplicity Solutions’s Boston Scientific BSX Stock Holding History

Simplicity Solutions’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
2023
Q4 		$15.7M Buy
271,382
+3,010
+1% +$161K 0.43% 40
2023
Q3 		$14.2M Buy
268,372
+6,571
+3% +$345K 0.46% 39
2023
Q2 		$14.2M Buy
261,801
+4,420
+2% +$231K 0.39% 48
2023
Q1 		$12.9M Buy
257,381
+245,674
+2,099% +$11.6M 0.34% 53
2022
Q4 		$542K Buy
11,707
+1,786
+18% +$77.3K 0.07% 319
2022
Q3 		$384K Buy
9,921
+1,893
+24% +$75.9K 0.06% 379
2022
Q2 		$299K Sell
8,028
-361
-4% -$14.7K 0.04% 441
2022
Q1 		$372K Sell
8,389
-5,189
-38% -$225K 0.05% 380
2021
Q4 		$576K Buy
13,578
+6,779
+100% +$285K 0.06% 344
2021
Q3 		$295K Buy
6,799
+2,030
+43% +$89.8K 0.05% 444
2021
Q2 		$204K Buy
+4,769
New +$201K 0.04% 497
2021
Q1 		– Sell
-63,329
Closed -$2.28M – 540
2020
Q4 		$2.28M Buy
63,329
+22,143
+54% +$798K 0.03% 360
2020
Q3 		$1.57M Buy
41,186
+1,030
+3% +$39.7K 0.03% 390
2020
Q2 		$1.41M Buy
40,156
+4,394
+12% +$158K 0.03% 377
2020
Q1 		$1.17M Buy
+35,762
New +$1.4M 0.04% 312

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplicity Solutions's BSX Position: Q4 2023 in Review

Simplicity Solutions increased its Boston Scientific (BSX) stake by 1.1% in Q4 2023, buying an estimated $161K and bringing the position to 271,382 shares worth $15.7M. The position accounts for 0.43% of the portfolio, ranked #40.

Simplicity Solutions first reported a position in BSX in Q1 2020 and has held it in 15 quarters since. 1,150 funds tracked by Wall St. Rank hold BSX as of Q4 2023.

  • Simplicity Solutions held 271,382 shares of Boston Scientific worth $15.7M as of Q4 2023.
  • Simplicity Solutions bought 3,010 Boston Scientific shares in Q4 2023, an estimated $161K.
  • Boston Scientific made up 0.43% of Simplicity Solutions's portfolio in Q4 2023, its #40 holding.
  • Simplicity Solutions first reported a position in Boston Scientific in Q1 2020 and has held it in 15 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.