Simplicity Wealth’s Hologic HOLX Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-5,137	Closed	-$381K	–	795
2024 Q2	$381K	Sell	5,137 -268	-5%	-$20.1K	0.01%	864
2024 Q1	$421K	Buy	+5,405	New	+$402K	0.01%	796

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

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

Simplicity Wealth's HOLX Position: Q3 2024 in Review

Simplicity Wealth sold out of Hologic (HOLX) in Q3 2024, closing a stake of 5,137 shares — an estimated $381K sold.

Simplicity Wealth first reported a position in HOLX in Q1 2024 and held it in 2 quarters. The position peaked at $421K in Q1 2024. 726 funds tracked by Wall St. Rank hold HOLX as of Q3 2024.

Simplicity Wealth reported no remaining Hologic position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 5,137 Hologic shares in Q3 2024, an estimated $381K.
Simplicity Wealth first reported a position in Hologic in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Hologic position peaked at $421K in Q1 2024.
726 funds tracked by Wall St. Rank held Hologic as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.