CBFP
ABB

Cedar Brook Financial Partners’s ABB Ltd ABB Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-5,959
Closed -$204K – 424
2023
Q1 		$204K Sell
5,959
-1,226
-17% -$41.1K 0.05% 362
2022
Q4 		$219K Sell
7,185
-1,955
-21% -$56.9K 0.06% 333
2022
Q3 		$235K Sell
9,140
-878
-9% -$24.7K 0.08% 294
2022
Q2 		$268K Sell
10,018
-377
-4% -$11.2K 0.08% 263
2022
Q1 		$336K Sell
10,395
-85
-0.8% -$2.96K 0.09% 251
2021
Q4 		$400K Buy
10,480
+519
+5% +$18.2K 0.1% 216
2021
Q3 		$332K Sell
9,961
-637
-6% -$23.1K 0.1% 226
2021
Q2 		$360K Buy
10,598
+620
+6% +$20.7K 0.1% 231
2021
Q1 		$304K Sell
9,978
-75
-0.7% -$2.25K 0.11% 220
2020
Q4 		$281K Buy
10,053
+1,106
+12% +$29.5K 0.1% 229
2020
Q3 		$228K Buy
+8,947
New +$228K 0.09% 248

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Cedar Brook Financial Partners's ABB Position: Q2 2023 in Review

Cedar Brook Financial Partners sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 5,959 shares — an estimated $204K sold.

Cedar Brook Financial Partners first reported a position in ABB in Q3 2020 and held it in 11 quarters. The position peaked at $400K in Q4 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Cedar Brook Financial Partners reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 5,959 ABB Ltd shares in Q2 2023, an estimated $204K.
  • Cedar Brook Financial Partners first reported a position in ABB Ltd in Q3 2020 and held it in 11 quarters.
  • Cedar Brook Financial Partners's ABB Ltd position peaked at $400K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2023, filed 5 Jul 2023.