AIA
ABT icon

Alera Investment Advisors’s Abbott ABT Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$768K Sell
6,740
-82
-1% -$8.99K 0.09% 90
2024
Q2 		$709K Sell
6,822
-2,939
-30% -$312K 0.09% 95
2024
Q1 		$1.11M Buy
9,761
+1,492
+18% +$171K 0.15% 51
2023
Q4 		$910K Buy
8,269
+1,710
+26% +$171K 0.12% 65
2023
Q3 		$635K Buy
6,559
+1,841
+39% +$193K 0.1% 93
2023
Q2 		$514K Sell
4,718
-54
-1% -$5.76K 0.11% 111
2023
Q1 		$483K Sell
4,772
-751
-14% -$79.3K 0.11% 117
2022
Q4 		$606K Sell
5,523
-242
-4% -$25.1K 0.14% 89
2022
Q3 		$558K Sell
5,765
-300
-5% -$32K 0.16% 91
2022
Q2 		$659K Buy
6,065
+253
+4% +$28.7K 0.18% 77
2022
Q1 		$688K Buy
5,812
+2,961
+104% +$367K 0.16% 89
2021
Q4 		$401K Sell
2,851
-748
-21% -$95.7K 0.11% 61
2021
Q3 		$425K Sell
3,599
-37
-1% -$4.54K 0.13% 57
2021
Q2 		$422K Buy
3,636
+78
+2% +$9.09K 0.13% 58
2021
Q1 		$426K Hold
3,558
– – 0.14% 54
2020
Q4 		$390K Buy
3,558
+1,214
+52% +$132K 0.14% 51
2020
Q3 		$255K Buy
+2,344
New +$238K 0.1% 68
2019
Q4 		– Sell
-3,050
Closed -$255K – 65
2019
Q3 		$255K Sell
3,050
-382
-11% -$32.5K 0.13% 60
2019
Q2 		$289K Buy
3,432
+46
+1% +$3.62K 0.15% 55
2019
Q1 		$271K Sell
3,386
-27,270
-89% -$2.03M 0.13% 56
2018
Q4 		$2.22M Buy
+30,656
New +$2.15M 1.35% 17

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's ABT Position: Q3 2024 in Review

Alera Investment Advisors reduced its Abbott (ABT) stake by 1.2% in Q3 2024, selling an estimated $8.99K and leaving 6,740 shares worth $768K. The position accounts for 0.09% of the portfolio, ranked #90.

Alera Investment Advisors first reported a position in ABT in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.22M in Q4 2018. 2,897 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

  • Alera Investment Advisors held 6,740 shares of Abbott worth $768K as of Q3 2024.
  • Alera Investment Advisors sold 82 Abbott shares in Q3 2024, an estimated $8.99K.
  • Abbott made up 0.09% of Alera Investment Advisors's portfolio in Q3 2024, its #90 holding.
  • Alera Investment Advisors first reported a position in Abbott in Q4 2018 and has held it in 21 quarters since.
  • Alera Investment Advisors's Abbott position peaked at $2.22M in Q4 2018.
  • 2,897 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.