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Capstone Financial Group’s Abbott ABT Stock Holding History

Capstone Financial Group’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
2020
Q3 		$2.87M Buy
27,004
+135
+0.5% +$13.7K 2.22% 9
2020
Q2 		$2.48M Sell
26,869
-306
-1% -$27.7K 2.04% 11
2020
Q1 		$2.14M Sell
27,175
-4,025
-13% -$336K 2.2% 11
2019
Q4 		$2.71M Buy
+31,200
New +$2.61M 2.61% 8

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Financial Group's ABT Position: Q3 2020 in Review

Capstone Financial Group increased its Abbott (ABT) stake by 0.5% in Q3 2020, buying an estimated $13.7K and bringing the position to 27,004 shares worth $2.87M. The position accounts for 2.22% of the portfolio, ranked #9.

Capstone Financial Group first reported a position in ABT in Q4 2019 and has held it in 4 quarters since. 2,306 funds tracked by Wall St. Rank hold ABT as of Q3 2020.

  • Capstone Financial Group held 27,004 shares of Abbott worth $2.87M as of Q3 2020.
  • Capstone Financial Group bought 135 Abbott shares in Q3 2020, an estimated $13.7K.
  • Abbott made up 2.22% of Capstone Financial Group's portfolio in Q3 2020, its #9 holding.
  • Capstone Financial Group first reported a position in Abbott in Q4 2019 and has held it in 4 quarters since.
  • 2,306 funds tracked by Wall St. Rank held Abbott as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.