Cerity Partners’s ABB Ltd ABB Stock Holding History

Cerity 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	-242,187	Closed	-$8.31M	–	2013
2023 Q1	$8.31M	Buy	242,187 +6,745	+3%	+$226K	0.02%	384
2022 Q4	$7.17M	Buy	235,442 +215,837	+1,101%	+$6.28M	0.05%	300
2022 Q3	$503K	Buy	19,605 +7,768	+66%	+$218K	0.01%	713
2022 Q2	$317K	Buy	+11,837	New	+$352K	﹤0.01%	888
2022 Q1	–	Sell	-6,971	Closed	-$266K	–	1146
2021 Q4	$266K	Buy	+6,971	New	+$245K	﹤0.01%	820
2019 Q1	–	Sell	-16,040	Closed	-$305K	–	585
2018 Q4	$305K	Buy	16,040 +816	+5%	+$16.5K	0.02%	400
2018 Q3	$360K	Buy	15,224 +40	+0.3%	+$917	0.02%	387
2018 Q2	$331K	Buy	+15,184	New	+$352K	0.02%	403
2018 Q1	–	Sell	-21,782	Closed	-$584K	–	596
2017 Q4	$584K	Buy	21,782 +8,376	+62%	+$215K	0.04%	308
2017 Q3	$332K	Buy	+13,406	New	+$321K	0.02%	407

Other funds holding ABB

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 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 $349M AUM 61.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Cerity Partners's ABB Position: Q2 2023 in Review

Cerity Partners sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 242,187 shares — an estimated $8.31M sold.

Cerity Partners first reported a position in ABB in Q3 2017 and held it in 10 quarters. The position peaked at $8.31M in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Cerity Partners reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 242,187 ABB Ltd shares in Q2 2023, an estimated $8.31M.
Cerity Partners first reported a position in ABB Ltd in Q3 2017 and held it in 10 quarters.
Cerity Partners's ABB Ltd position peaked at $8.31M in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.