BFEC
ABB

Benjamin F. Edwards & Company’s ABB Ltd ABB Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q2 		– Sell
-3,335
Closed -$114K – 1875
2023
Q1 		$114K Sell
3,335
-2,580
-44% -$86.4K ﹤0.01% 864
2022
Q4 		$180K Buy
5,915
+1,116
+23% +$32.5K 0.01% 743
2022
Q3 		$123K Buy
4,799
+1,441
+43% +$40.5K 0.01% 804
2022
Q2 		$90K Buy
3,358
+527
+19% +$15.7K ﹤0.01% 892
2022
Q1 		$92K Sell
2,831
-150
-5% -$5.23K ﹤0.01% 886
2021
Q4 		$114K Sell
2,981
-56
-2% -$1.96K 0.01% 851
2021
Q3 		$101K Buy
3,037
+239
+9% +$8.68K 0.01% 852
2021
Q2 		$95K Buy
2,798
+20
+0.7% +$668 ﹤0.01% 863
2021
Q1 		$85K Sell
2,778
-1
-0% -$30 ﹤0.01% 877
2020
Q4 		$78K Buy
2,779
+2,445
+732% +$65.2K ﹤0.01% 853
2020
Q3 		$9K Buy
+334
New +$8.52K ﹤0.01% 1312
2018
Q2 		– Sell
-7,467
Closed -$177K – 1670
2018
Q1 		$177K Buy
7,467
+7,217
+2,887% +$186K 0.02% 541
2017
Q4 		$7K Buy
250
+50
+25% +$1.28K ﹤0.01% 1298
2017
Q3 		$5K Buy
+200
New +$4.78K ﹤0.01% 1330
2014
Q3 		– Sell
-500
Closed -$12K – 1011
2014
Q2 		$12K Hold
500
– – ﹤0.01% 709
2014
Q1 		$13K Hold
500
– – ﹤0.01% 652
2013
Q4 		$13K Hold
500
– – ﹤0.01% 613
2013
Q3 		$12K Hold
500
– – ﹤0.01% 583
2013
Q2 		$11K Buy
+500
New +$11.1K ﹤0.01% 559

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return