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Annapolis Financial Services’s Abbott ABT Stock Holding History

Annapolis Financial Services’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 		$42.6K Buy
374
+6
+2% +$658 0.01% 165
2024
Q2 		$38.2K Buy
368
+85
+30% +$9.01K 0.01% 170
2024
Q1 		$32.2K Sell
283
-432
-60% -$49.5K 0.01% 182
2023
Q4 		$78.7K Sell
715
-687
-49% -$68.6K 0.02% 166
2023
Q3 		$136K Hold
1,402
– – 0.04% 128
2023
Q2 		$153K Buy
1,402
+14
+1% +$1.49K 0.04% 124
2023
Q1 		$141K Sell
1,388
-1
-0.1% -$106 0.04% 123
2022
Q4 		$152K Sell
1,389
-86
-6% -$8.9K 0.05% 120
2022
Q3 		$143K Buy
1,475
+86
+6% +$9.17K 0.05% 120
2022
Q2 		$151K Buy
1,389
+1
+0.1% +$114 0.05% 118
2022
Q1 		$164K Buy
1,388
+150
+12% +$18.6K 0.05% 122
2021
Q4 		$174K Buy
1,238
+307
+33% +$39.3K 0.05% 118
2021
Q3 		$110K Hold
931
– – 0.04% 129
2021
Q2 		$108K Sell
931
-1
-0.1% -$117 0.04% 128
2021
Q1 		$112K Buy
932
+1
+0.1% +$118 0.04% 119
2020
Q4 		$102K Buy
+931
New +$101K 0.04% 111

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

Annapolis Financial Services's ABT Position: Q3 2024 in Review

Annapolis Financial Services increased its Abbott (ABT) stake by 1.6% in Q3 2024, buying an estimated $658 and bringing the position to 374 shares worth $42.6K. The position accounts for 0.01% of the portfolio, ranked #165.

Annapolis Financial Services first reported a position in ABT in Q4 2020 and has held it in 16 quarters since. The position peaked at $174K in Q4 2021. 2,896 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

  • Annapolis Financial Services held 374 shares of Abbott worth $42.6K as of Q3 2024.
  • Annapolis Financial Services bought 6 Abbott shares in Q3 2024, an estimated $658.
  • Abbott made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #165 holding.
  • Annapolis Financial Services first reported a position in Abbott in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Abbott position peaked at $174K in Q4 2021.
  • 2,896 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.