CCM
ABB

Carmel Capital Management’s ABB Ltd ABB Stock Holding History

Carmel Capital Management’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
Q3 		– Sell
-135,190
Closed -$5.31M – 34
2023
Q2 		$5.31M Buy
135,190
+1,600
+1% +$57K 2.76% 19
2023
Q1 		$4.58M Buy
133,590
+1,200
+0.9% +$40.2K 2.62% 19
2022
Q4 		$4.03M Buy
132,390
+2,200
+2% +$64K 2.49% 20
2022
Q3 		$3.34M Buy
130,190
+3,940
+3% +$111K 2.18% 23
2022
Q2 		$3.38M Buy
126,250
+7,800
+7% +$232K 2.09% 23
2022
Q1 		$3.83M Buy
118,450
+2,700
+2% +$94.2K 1.99% 23
2021
Q4 		$4.42M Buy
+115,750
New +$4.06M 2.17% 21

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 $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Carmel Capital Management's ABB Position: Q3 2023 in Review

Carmel Capital Management sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 135,190 shares — an estimated $5.31M sold.

Carmel Capital Management first reported a position in ABB in Q4 2021 and held it in 7 quarters. The position peaked at $5.31M in Q2 2023. 58 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • Carmel Capital Management reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • Carmel Capital Management sold 135,190 ABB Ltd shares in Q3 2023, an estimated $5.31M.
  • Carmel Capital Management first reported a position in ABB Ltd in Q4 2021 and held it in 7 quarters.
  • Carmel Capital Management's ABB Ltd position peaked at $5.31M in Q2 2023.
  • 58 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on Carmel Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.