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Alan B. Lancz & Associates’s Abbott ABT Stock Holding History

Alan B. Lancz & Associates’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,240
Closed -$126K – 138
2023
Q1 		$126K Hold
1,240
– – 0.13% 173
2022
Q4 		$141K Buy
+1,240
New +$128K 0.14% 176
2022
Q3 		– Sell
-1,240
Closed -$135K – 160
2022
Q2 		$135K Sell
1,240
-532
-30% -$60.4K 0.13% 168
2022
Q1 		$210K Hold
1,772
– – 0.19% 138
2021
Q4 		$249K Buy
+1,772
New +$227K 0.22% 123

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alan B. Lancz & Associates's ABT Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of Abbott (ABT) in Q2 2023, closing a stake of 1,240 shares — an estimated $126K sold.

Alan B. Lancz & Associates first reported a position in ABT in Q4 2021 and held it in 5 quarters. The position peaked at $249K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold ABT as of Q2 2023.

  • Alan B. Lancz & Associates reported no remaining Abbott position as of Q2 2023 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 1,240 Abbott shares in Q2 2023, an estimated $126K.
  • Alan B. Lancz & Associates first reported a position in Abbott in Q4 2021 and held it in 5 quarters.
  • Alan B. Lancz & Associates's Abbott position peaked at $249K in Q4 2021.
  • 2,737 funds tracked by Wall St. Rank held Abbott as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.