Baystate Wealth Management’s Abbott ABT Stock Holding History

Baystate Wealth Management’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 Q4	$623K	Buy	5,661 +21	+0.4%	+$2.1K	0.05%	127
2023 Q3	$546K	Sell	5,640 -108	-2%	-$11.3K	0.05%	124
2023 Q2	$627K	Buy	5,748 +301	+6%	+$32.1K	0.05%	117
2023 Q1	$552K	Buy	5,447 +23	+0.4%	+$2.43K	0.05%	126
2022 Q4	$596K	Buy	5,424 +15	+0.3%	+$1.55K	0.05%	129
2022 Q3	$523K	Buy	5,409 +15	+0.3%	+$1.6K	0.05%	121
2022 Q2	$586K	Sell	5,394 -137	-2%	-$15.6K	0.06%	110
2022 Q1	$655K	Buy	5,531 +12	+0.2%	+$1.49K	0.06%	104
2021 Q4	$777K	Buy	5,519 +191	+4%	+$24.4K	0.07%	90
2021 Q3	$629K	Buy	5,328 +254	+5%	+$31.2K	0.06%	94
2021 Q2	$588K	Sell	5,074 -147	-3%	-$17.1K	0.06%	90
2021 Q1	$626K	Sell	5,221 -76	-1%	-$9K	0.07%	85
2020 Q4	$580K	Sell	5,297 -1,201	-18%	-$131K	0.07%	76
2020 Q3	$707K	Buy	6,498 +211	+3%	+$21.4K	0.08%	60
2020 Q2	$575K	Buy	6,287 +876	+16%	+$79.2K	0.07%	70
2020 Q1	$427K	Buy	5,411 +88	+2%	+$7.34K	0.06%	70
2019 Q4	$462K	Buy	5,323 +794	+18%	+$66.5K	0.06%	70
2019 Q3	$379K	Buy	4,529 +162	+4%	+$13.8K	0.05%	76
2019 Q2	$369K	Sell	4,367 -591	-12%	-$46.5K	0.05%	75
2019 Q1	$381K	Buy	4,958 +115	+2%	+$8.56K	0.05%	76
2018 Q4	$346K	Buy	4,843 +303	+7%	+$21.3K	0.05%	73
2018 Q3	$313K	Buy	4,540 +17	+0.4%	+$1.12K	0.06%	70
2018 Q2	$283K	Buy	4,523 +169	+4%	+$10.2K	0.04%	73
2018 Q1	$256K	Buy	4,354 +10	+0.2%	+$603	0.04%	71
2017 Q4	$259K	Sell	4,344 -432	-9%	-$23.9K	0.04%	70
2017 Q3	$261K	Buy	4,776 +700	+17%	+$35.1K	0.04%	68
2017 Q2	$199K	Buy	4,076 +216	+6%	+$9.78K	0.04%	79
2017 Q1	$172K	Sell	3,860 -153	-4%	-$6.62K	0.03%	86
2016 Q4	$158K	Buy	+4,013	New	+$159K	0.03%	81
2013 Q3	–	Sell	-740	Closed	-$26K	–	29
2013 Q2	$26K	Buy	+740	New	+$27.1K	0.01%	133

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's ABT Position: Q4 2023 in Review

Baystate Wealth Management increased its Abbott (ABT) stake by 0.37% in Q4 2023, buying an estimated $2.1K and bringing the position to 5,661 shares worth $623K. The position accounts for 0.05% of the portfolio, ranked #127.

Baystate Wealth Management first reported a position in ABT in Q2 2013 and has held it in 30 quarters since. The position peaked at $777K in Q4 2021. 2,886 funds tracked by Wall St. Rank hold ABT as of Q4 2023.

Baystate Wealth Management held 5,661 shares of Abbott worth $623K as of Q4 2023.
Baystate Wealth Management bought 21 Abbott shares in Q4 2023, an estimated $2.1K.
Abbott made up 0.05% of Baystate Wealth Management's portfolio in Q4 2023, its #127 holding.
Baystate Wealth Management first reported a position in Abbott in Q2 2013 and has held it in 30 quarters since.
Baystate Wealth Management's Abbott position peaked at $777K in Q4 2021.
2,886 funds tracked by Wall St. Rank held Abbott as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.