Carroll Financial Associates’s ABB Ltd ABB Stock Holding History

Carroll Financial Associates’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
2021 Q4	$21K	Sell	556 -123	-18%	-$4.32K	﹤0.01%	970
2021 Q3	$22K	Hold	679	–	–	﹤0.01%	978
2021 Q2	$23K	Hold	679	–	–	﹤0.01%	1046
2021 Q1	$20K	Hold	679	–	–	﹤0.01%	1033
2020 Q4	$18K	Hold	679	–	–	﹤0.01%	960
2020 Q3	$17K	Sell	679 -500	-42%	-$12.8K	﹤0.01%	912
2020 Q2	$26K	Hold	1,179	–	–	﹤0.01%	807
2020 Q1	$20K	Hold	1,179	–	–	﹤0.01%	785
2019 Q4	$28K	Buy	1,179 +586	+99%	+$12.6K	﹤0.01%	798
2019 Q3	$11K	Buy	593 +351	+145%	+$6.7K	﹤0.01%	983
2019 Q2	$4K	Buy	242 +70	+41%	+$1.36K	﹤0.01%	1285
2019 Q1	$3K	Sell	172 -296	-63%	-$5.73K	﹤0.01%	1226
2018 Q4	$8K	Sell	468 -200	-30%	-$4.05K	﹤0.01%	931
2018 Q3	$15K	Buy	668 +264	+65%	+$6.05K	﹤0.01%	799
2018 Q2	$8K	Hold	404	–	–	﹤0.01%	918
2018 Q1	$9K	Buy	404 +65	+19%	+$1.67K	﹤0.01%	871
2017 Q4	$9K	Buy	339 +239	+239%	+$6.14K	﹤0.01%	865
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1124
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	1118
2017 Q1	$2K	Buy	+100	New	+$2.29K	﹤0.01%	1111
2014 Q3	–	Sell	-87	Closed	-$2K	–	965
2014 Q2	$2K	Hold	87	–	–	﹤0.01%	834
2014 Q1	$2K	Hold	87	–	–	﹤0.01%	787
2013 Q4	$2K	Hold	87	–	–	﹤0.01%	730
2013 Q3	$2K	Buy	+87	New	+$1.96K	﹤0.01%	705

Other funds holding ABB

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Carroll Financial Associates's ABB Position: Q4 2021 in Review

Carroll Financial Associates reduced its ABB Ltd (ABB) stake by 18% in Q4 2021, selling an estimated $4.32K and leaving 556 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Carroll Financial Associates first reported a position in ABB in Q3 2013 and has held it in 24 quarters since. The position peaked at $28K in Q4 2019. 474 funds tracked by Wall St. Rank hold ABB as of Q4 2021.

Carroll Financial Associates held 556 shares of ABB Ltd worth $21K as of Q4 2021.
Carroll Financial Associates sold 123 ABB Ltd shares in Q4 2021, an estimated $4.32K.
ABB Ltd made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #970 holding.
Carroll Financial Associates first reported a position in ABB Ltd in Q3 2013 and has held it in 24 quarters since.
Carroll Financial Associates's ABB Ltd position peaked at $28K in Q4 2019.
474 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.