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Cavalier Investments’s Abbott ABT Stock Holding History

Cavalier Investments’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
2023
Q1 		– Sell
-5,846
Closed -$642K – 64
2022
Q4 		$642K Sell
5,846
-378
-6% -$39.1K 0.23% 72
2022
Q3 		$602K Sell
6,224
-2,341
-27% -$250K 0.22% 79
2022
Q2 		$931K Sell
8,565
-2,806
-25% -$319K 0.33% 65
2022
Q1 		$1.35M Sell
11,371
-4,959
-30% -$615K 0.35% 64
2021
Q4 		$2.3M Buy
16,330
+1,861
+13% +$238K 0.6% 47
2021
Q3 		$1.71M Buy
14,469
+3,333
+30% +$409K 0.54% 51
2021
Q2 		$1.29M Sell
11,136
-282
-2% -$32.9K 0.47% 82
2021
Q1 		$1.37M Buy
11,418
+634
+6% +$75.1K 0.6% 70
2020
Q4 		$1.18M Buy
10,784
+2,696
+33% +$293K 0.54% 78
2020
Q3 		$880K Buy
+8,088
New +$821K 0.6% 42
2019
Q1 		– Sell
-16,164
Closed -$1.17M – 118
2018
Q4 		$1.17M Buy
+16,164
New +$1.14M 0.38% 47

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cavalier Investments's ABT Position: Q1 2023 in Review

Cavalier Investments sold out of Abbott (ABT) in Q1 2023, closing a stake of 5,846 shares — an estimated $642K sold.

Cavalier Investments first reported a position in ABT in Q4 2018 and held it in 11 quarters. The position peaked at $2.3M in Q4 2021. 2,704 funds tracked by Wall St. Rank hold ABT as of Q1 2023.

  • Cavalier Investments reported no remaining Abbott position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 5,846 Abbott shares in Q1 2023, an estimated $642K.
  • Cavalier Investments first reported a position in Abbott in Q4 2018 and held it in 11 quarters.
  • Cavalier Investments's Abbott position peaked at $2.3M in Q4 2021.
  • 2,704 funds tracked by Wall St. Rank held Abbott as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.