Elm Advisors’s AbbVie ABBV Stock Holding History

Elm Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-400	Closed	-$43K	–	88
2020 Q4	$43K	Buy	+400	New	+$38.4K	0.03%	172
2018 Q4	–	Sell	-475	Closed	-$45K	–	80
2018 Q3	$45K	Buy	+475	New	+$45K	0.03%	172

Other funds holding ABBV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elm Advisors's ABBV Position: Q1 2021 in Review

Elm Advisors sold out of AbbVie (ABBV) in Q1 2021, closing a stake of 400 shares — an estimated $43K sold.

Elm Advisors first reported a position in ABBV in Q3 2018 and held it in 2 quarters. The position peaked at $45K in Q3 2018. 2,614 funds tracked by Wall St. Rank hold ABBV as of Q1 2021.

Elm Advisors reported no remaining AbbVie position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 400 AbbVie shares in Q1 2021, an estimated $43K.
Elm Advisors first reported a position in AbbVie in Q3 2018 and held it in 2 quarters.
Elm Advisors's AbbVie position peaked at $45K in Q3 2018.
2,614 funds tracked by Wall St. Rank held AbbVie as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.