Berman Capital Advisors’s Abbott ABT Stock Holding History

Berman Capital 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 Q3	$1.07M	Buy	9,048 +1,198	+15%	+$147K	0.17%	70
2021 Q2	$909K	Buy	7,850 +1,059	+16%	+$123K	0.14%	71
2021 Q1	$813K	Buy	6,791 +990	+17%	+$117K	0.17%	64
2020 Q4	$635K	Buy	5,801 +240	+4%	+$26.1K	0.15%	72
2020 Q3	$604K	Buy	5,561 +861	+18%	+$87.3K	0.17%	63
2020 Q2	$429K	Buy	4,700 +1,307	+39%	+$118K	0.11%	78
2020 Q1	$267K	Buy	3,393 +727	+27%	+$60.7K	0.09%	95
2019 Q4	$231K	Buy	2,666 +2	+0.1%	+$168	0.07%	123
2019 Q3	$222K	Sell	2,664 -105	-4%	-$8.92K	0.07%	117
2019 Q2	$232K	Buy	2,769 +203	+8%	+$16K	0.07%	118
2019 Q1	$205K	Buy	2,566 +510	+25%	+$37.9K	0.07%	125
2018 Q4	$148K	Sell	2,056 -1,585	-44%	-$111K	0.06%	131
2018 Q3	$267K	Buy	3,641 +1	+0%	+$66	0.11%	86
2018 Q2	$222K	Buy	3,640 +213	+6%	+$12.9K	0.08%	103
2018 Q1	$206K	Buy	+3,427	New	+$206K	0.08%	101

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

Berman Capital Advisors's ABT Position: Q3 2021 in Review

Berman Capital Advisors increased its Abbott (ABT) stake by 15% in Q3 2021, buying an estimated $147K and bringing the position to 9,048 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #70.

Berman Capital Advisors first reported a position in ABT in Q1 2018 and has held it in 15 quarters since. 2,530 funds tracked by Wall St. Rank hold ABT as of Q3 2021.

Berman Capital Advisors held 9,048 shares of Abbott worth $1.07M as of Q3 2021.
Berman Capital Advisors bought 1,198 Abbott shares in Q3 2021, an estimated $147K.
Abbott made up 0.17% of Berman Capital Advisors's portfolio in Q3 2021, its #70 holding.
Berman Capital Advisors first reported a position in Abbott in Q1 2018 and has held it in 15 quarters since.
2,530 funds tracked by Wall St. Rank held Abbott as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.