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Bel Air Investment Advisors’s Abbott ABT Stock Holding History

Bel Air 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
2021
Q2 		$825K Sell
7,120
-3,954
-36% -$461K 0.03% 195
2021
Q1 		$1.33M Buy
+11,074
New +$1.31M 0.04% 170
2013
Q3 		$599K Buy
18,058
+6
+0% +$211 0.08% 74
2013
Q2 		$630K Buy
+18,052
New +$662K 0.09% 73

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bel Air Investment Advisors's ABT Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Abbott (ABT) stake by 36% in Q2 2021, selling an estimated $461K and leaving 7,120 shares worth $825K. The position accounts for 0.03% of the portfolio, ranked #195.

Bel Air Investment Advisors first reported a position in ABT in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.33M in Q1 2021. 2,503 funds tracked by Wall St. Rank hold ABT as of Q2 2021.

  • Bel Air Investment Advisors held 7,120 shares of Abbott worth $825K as of Q2 2021.
  • Bel Air Investment Advisors sold 3,954 Abbott shares in Q2 2021, an estimated $461K.
  • Abbott made up 0.03% of Bel Air Investment Advisors's portfolio in Q2 2021, its #195 holding.
  • Bel Air Investment Advisors first reported a position in Abbott in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Abbott position peaked at $1.33M in Q1 2021.
  • 2,503 funds tracked by Wall St. Rank held Abbott as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.