AIA
ABB

Avalon Investment & Advisory’s ABB Ltd ABB Stock Holding History

Avalon Investment & Advisory’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,349
Closed -$205K – 343
2022
Q1 		$205K Sell
6,349
-10,323
-62% -$360K 0.01% 313
2021
Q4 		$636K Sell
16,672
-10,268
-38% -$360K 0.02% 235
2021
Q3 		$899K Sell
26,940
-11,432
-30% -$415K 0.02% 248
2021
Q2 		$1.3M Sell
38,372
-970
-2% -$32.4K 0.03% 224
2021
Q1 		$1.2M Buy
39,342
+7,249
+23% +$218K 0.03% 224
2020
Q4 		$897K Sell
32,093
-2,404
-7% -$64.1K 0.02% 259
2020
Q3 		$878K Sell
34,497
-2,841
-8% -$72.5K 0.02% 224
2020
Q2 		$842K Sell
37,338
-9,853
-21% -$189K 0.02% 215
2020
Q1 		$815K Buy
47,191
+8,044
+21% +$176K 0.02% 225
2019
Q4 		$943K Sell
39,147
-26,991
-41% -$578K 0.02% 243
2019
Q3 		$1.3M Sell
66,138
-2,516
-4% -$48K 0.03% 228
2019
Q2 		$1.38M Sell
68,654
-8,497
-11% -$166K 0.03% 228
2019
Q1 		$1.46M Buy
77,151
+105
+0.1% +$2.03K 0.03% 225
2018
Q4 		$1.47M Sell
77,046
-19,522
-20% -$395K 0.04% 222
2018
Q3 		$2.28M Sell
96,568
-6,502
-6% -$149K 0.06% 223
2018
Q2 		$2.24M Sell
103,070
-1,655
-2% -$38.4K 0.07% 214
2018
Q1 		$2.49M Sell
104,725
-60,162
-36% -$1.55M 0.08% 192
2017
Q4 		$4.42M Buy
164,887
+47,578
+41% +$1.22M 0.14% 149
2017
Q3 		$2.9M Buy
117,309
+18,896
+19% +$452K 0.09% 158
2017
Q2 		$2.45M Buy
98,413
+13,419
+16% +$329K 0.08% 172
2017
Q1 		$1.99M Buy
84,994
+355
+0.4% +$8.11K 0.07% 186
2016
Q4 		$1.78M Buy
84,639
+52,877
+166% +$1.13M 0.06% 175
2016
Q3 		$715K Buy
+31,762
New +$681K 0.03% 233
2014
Q2 		– Sell
-9,872
Closed -$255K – 191
2014
Q1 		$255K Sell
9,872
-17,717
-64% -$451K 0.01% 165
2013
Q4 		$733K Buy
27,589
+1,569
+6% +$39.1K 0.04% 133
2013
Q3 		$614K Buy
26,020
+90
+0.3% +$2.03K 0.04% 138
2013
Q2 		$562K Buy
+25,930
New +$574K 0.03% 151

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avalon Investment & Advisory's ABB Position: Q2 2022 in Review

Avalon Investment & Advisory sold out of ABB Ltd (ABB) in Q2 2022, closing a stake of 6,349 shares — an estimated $205K sold.

Avalon Investment & Advisory first reported a position in ABB in Q2 2013 and held it in 27 quarters. The position peaked at $4.42M in Q4 2017. 444 funds tracked by Wall St. Rank hold ABB as of Q2 2022.

  • Avalon Investment & Advisory reported no remaining ABB Ltd position as of Q2 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 6,349 ABB Ltd shares in Q2 2022, an estimated $205K.
  • Avalon Investment & Advisory first reported a position in ABB Ltd in Q2 2013 and held it in 27 quarters.
  • Avalon Investment & Advisory's ABB Ltd position peaked at $4.42M in Q4 2017.
  • 444 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2022.

Based on Avalon Investment & Advisory's 13F filing for Q2 2022, filed 10 Aug 2022.