Connectus Wealth’s Abbott ABT Stock Holding History

Connectus Wealth’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
2024 Q1	$5.04M	Buy	44,372 +2,675	+6%	+$307K	0.14%	121
2023 Q4	$4.59M	Sell	41,697 -9,202	-18%	-$919K	0.09%	175
2023 Q3	$4.93M	Sell	50,899 -18,948	-27%	-$1.99M	0.11%	166
2023 Q2	$7.62M	Sell	69,847 -13,840	-17%	-$1.48M	0.18%	113
2023 Q1	$8.48M	Buy	83,687 +2,744	+3%	+$290K	0.21%	105
2022 Q4	$8.89M	Buy	80,943 +17,243	+27%	+$1.79M	0.21%	110
2022 Q3	$6.17M	Sell	63,700 -731	-1%	-$77.9K	0.13%	159
2022 Q2	$7M	Buy	64,431 +48,790	+312%	+$5.54M	0.16%	126
2022 Q1	$2.2M	Sell	15,641 -545	-3%	-$67.6K	0.07%	159
2021 Q4	$2.28M	Buy	+16,186	New	+$2.07M	0.09%	134

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's ABT Position: Q1 2024 in Review

Connectus Wealth increased its Abbott (ABT) stake by 6.4% in Q1 2024, buying an estimated $307K and bringing the position to 44,372 shares worth $5.04M. The position accounts for 0.14% of the portfolio, ranked #121.

Connectus Wealth first reported a position in ABT in Q4 2021 and has held it in 10 quarters since. The position peaked at $8.89M in Q4 2022. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

Connectus Wealth held 44,372 shares of Abbott worth $5.04M as of Q1 2024.
Connectus Wealth bought 2,675 Abbott shares in Q1 2024, an estimated $307K.
Abbott made up 0.14% of Connectus Wealth's portfolio in Q1 2024, its #121 holding.
Connectus Wealth first reported a position in Abbott in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Abbott position peaked at $8.89M in Q4 2022.
2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.