Berkeley Inc’s Abbott ABT Stock Holding History

Berkeley Inc’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 Q3	–	Sell	-1,754	Closed	-$203K	–	86
2021 Q2	$203K	Sell	1,754 -59	-3%	-$6.88K	0.15%	84
2021 Q1	$217K	Sell	1,813 -514	-22%	-$60.9K	0.16%	77
2020 Q4	$255K	Buy	+2,327	New	+$253K	0.21%	71

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkeley Inc's ABT Position: Q3 2021 in Review

Berkeley Inc sold out of Abbott (ABT) in Q3 2021, closing a stake of 1,754 shares — an estimated $203K sold.

Berkeley Inc first reported a position in ABT in Q4 2020 and held it in 3 quarters. The position peaked at $255K in Q4 2020. 2,529 funds tracked by Wall St. Rank hold ABT as of Q3 2021.

Berkeley Inc reported no remaining Abbott position as of Q3 2021 after selling out during the quarter.
Berkeley Inc sold 1,754 Abbott shares in Q3 2021, an estimated $203K.
Berkeley Inc first reported a position in Abbott in Q4 2020 and held it in 3 quarters.
Berkeley Inc's Abbott position peaked at $255K in Q4 2020.
2,529 funds tracked by Wall St. Rank held Abbott as of Q3 2021.

Based on Berkeley Inc's 13F filing for Q3 2021, filed 4 Mar 2025.