Cresset Asset Management’s ABB Ltd ABB Stock Holding History

Cresset Asset Management’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
2022 Q3	–	Sell	-9,577	Closed	-$250K	–	982
2022 Q2	$250K	Sell	9,577 -499	-5%	-$14.8K	﹤0.01%	763
2022 Q1	$326K	Sell	10,076 -4,354	-30%	-$152K	﹤0.01%	750
2021 Q4	$551K	Sell	14,430 -20,589	-59%	-$722K	0.01%	669
2021 Q3	$1.17M	Buy	35,019 +1,308	+4%	+$47.5K	0.02%	344
2021 Q2	$1.15M	Buy	33,711 +14,166	+72%	+$473K	0.02%	317
2021 Q1	$613K	Buy	19,545 +11,277	+136%	+$339K	0.01%	423
2020 Q4	$231K	Sell	8,268 -4,911	-37%	-$131K	﹤0.01%	657
2020 Q3	$335K	Buy	13,179 +99	+0.8%	+$2.53K	0.01%	478
2020 Q2	$295K	Buy	+13,080	New	+$251K	0.01%	470
2020 Q1	–	Sell	-9,092	Closed	-$219K	–	694
2019 Q4	$219K	Sell	9,092 -4,687	-34%	-$100K	0.01%	536
2019 Q3	$271K	Buy	13,779 +135	+1%	+$2.58K	0.01%	416
2019 Q2	$274K	Sell	13,644 -3,325	-20%	-$64.8K	0.01%	358
2019 Q1	$320K	Buy	16,969 +11,258	+197%	+$218K	0.01%	253
2018 Q4	$109K	Buy	+5,711	New	+$116K	0.01%	312

Other funds holding ABB

Fisher Asset Management

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Capital International Investors

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

Bank of America

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

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return