EI
ABB

Ellevest Inc’s ABB Ltd ABB Stock Holding History

Ellevest Inc’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
-7,534
Closed -$258K – 1848
2023
Q1 		$258K Buy
7,534
+797
+12% +$26.7K 0.02% 274
2022
Q4 		$205K Buy
6,737
+688
+11% +$20K 0.02% 297
2022
Q3 		$155K Buy
6,049
+2,268
+60% +$63.7K 0.01% 323
2022
Q2 		$101K Sell
3,781
-1,503
-28% -$44.7K 0.01% 409
2022
Q1 		$171K Buy
5,284
+1,602
+44% +$55.9K 0.01% 334
2021
Q4 		$141K Buy
3,682
+437
+13% +$15.3K 0.01% 344
2021
Q3 		$108K Buy
3,245
+50
+2% +$1.82K 0.01% 367
2021
Q2 		$109K Buy
3,195
+272
+9% +$9.09K 0.01% 360
2021
Q1 		$89K Buy
2,923
+388
+15% +$11.7K 0.01% 358
2020
Q4 		$71K Buy
2,535
+1,409
+125% +$37.6K 0.01% 385
2020
Q3 		$29K Buy
1,126
+346
+44% +$8.83K 0.01% 462
2020
Q2 		$18K Buy
780
+476
+157% +$9.15K ﹤0.01% 508
2020
Q1 		$5K Buy
+304
New +$6.64K ﹤0.01% 656

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
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 $398M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return