WE
HOLX

Wealth Effects’s Hologic HOLX Stock Holding History

Wealth Effects’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
Q1 		– Sell
-3,500
Closed -$250K – 221
2023
Q4 		$250K Hold
3,500
– – 0.09% 180
2023
Q3 		$243K Hold
3,500
– – 0.12% 146
2023
Q2 		$283K Sell
3,500
-1,500
-30% -$123K 0.12% 141
2023
Q1 		$404K Hold
5,000
– – 0.21% 113
2022
Q4 		$374K Hold
5,000
– – 0.21% 111
2022
Q3 		$323K Sell
5,000
-2,500
-33% -$173K 0.2% 111
2022
Q2 		$520K Hold
7,500
– – 0.31% 75
2022
Q1 		$576K Sell
7,500
-30
-0.4% -$2.16K 0.27% 75
2021
Q4 		$576K Buy
+7,530
New +$554K 0.24% 89

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Effects's HOLX Position: Q1 2024 in Review

Wealth Effects sold out of Hologic (HOLX) in Q1 2024, closing a stake of 3,500 shares — an estimated $250K sold.

Wealth Effects first reported a position in HOLX in Q4 2021 and held it in 9 quarters. The position peaked at $576K in Q1 2022. 705 funds tracked by Wall St. Rank hold HOLX as of Q1 2024.

  • Wealth Effects reported no remaining Hologic position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 3,500 Hologic shares in Q1 2024, an estimated $250K.
  • Wealth Effects first reported a position in Hologic in Q4 2021 and held it in 9 quarters.
  • Wealth Effects's Hologic position peaked at $576K in Q1 2022.
  • 705 funds tracked by Wall St. Rank held Hologic as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.