SWM
HOLX

Sugarloaf Wealth Management’s Hologic HOLX Stock Holding History

Sugarloaf Wealth 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
Q4 		$16.9K Hold
234
– – ﹤0.01% 425
2024
Q3 		$19.1K Hold
234
– – ﹤0.01% 423
2024
Q2 		$17.4K Hold
234
– – ﹤0.01% 418
2024
Q1 		$18.2K Hold
234
– – ﹤0.01% 416
2023
Q4 		$16.7K Hold
234
– – ﹤0.01% 421
2023
Q3 		$16.2K Hold
234
– – ﹤0.01% 406
2023
Q2 		$18.9K Hold
234
– – ﹤0.01% 394
2023
Q1 		$18.9K Hold
234
– – ﹤0.01% 397
2022
Q4 		$17.5K Hold
234
– – ﹤0.01% 424
2022
Q3 		$16K Hold
234
– – ﹤0.01% 446
2022
Q2 		$16K Hold
234
– – ﹤0.01% 448
2022
Q1 		$18K Hold
234
– – ﹤0.01% 420
2021
Q4 		$18K Hold
234
– – ﹤0.01% 440
2021
Q3 		$17K Buy
+234
New +$17.5K ﹤0.01% 454

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's HOLX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Hologic (HOLX) position steady in Q4 2024 at 234 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Sugarloaf Wealth Management first reported a position in HOLX in Q3 2021 and has held it in 14 quarters since. The position peaked at $19.1K in Q3 2024. 718 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Sugarloaf Wealth Management held 234 shares of Hologic worth $16.9K as of Q4 2024.
  • Sugarloaf Wealth Management left its Hologic share count unchanged in Q4 2024.
  • Hologic made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #425 holding.
  • Sugarloaf Wealth Management first reported a position in Hologic in Q3 2021 and has held it in 14 quarters since.
  • Sugarloaf Wealth Management's Hologic position peaked at $19.1K in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.