SFS
HOLX

Sowell Financial Services’s Hologic HOLX Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-7,046
Closed -$459K – 1478
2021
Q1 		$459K Sell
7,046
-11,432
-62% -$868K 0.02% 679
2020
Q4 		$1.35M Buy
18,478
+875
+5% +$61.8K 0.06% 265
2020
Q3 		$1.17M Sell
17,603
-500
-3% -$31.6K 0.06% 262
2020
Q2 		$1.03M Buy
18,103
+6,311
+54% +$310K 0.06% 267
2020
Q1 		$414K Buy
11,792
+11,500
+3,938% +$548K 0.03% 442
2019
Q4 		$15K Buy
292
+29
+11% +$1.44K ﹤0.01% 1540
2019
Q3 		$13K Buy
+263
New +$12.9K ﹤0.01% 1435
2017
Q1 		– Sell
-241
Closed -$9K – 391
2016
Q4 		$9K Buy
+241
New +$9.3K ﹤0.01% 490

Other funds holding HOLX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's HOLX Position: Q2 2021 in Review

Sowell Financial Services sold out of Hologic (HOLX) in Q2 2021, closing a stake of 7,046 shares — an estimated $459K sold.

Sowell Financial Services first reported a position in HOLX in Q4 2016 and held it in 8 quarters. The position peaked at $1.35M in Q4 2020. 627 funds tracked by Wall St. Rank hold HOLX as of Q2 2021.

  • Sowell Financial Services reported no remaining Hologic position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 7,046 Hologic shares in Q2 2021, an estimated $459K.
  • Sowell Financial Services first reported a position in Hologic in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Hologic position peaked at $1.35M in Q4 2020.
  • 627 funds tracked by Wall St. Rank held Hologic as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.