Elm Advisors’s Abbott ABT Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-605	Closed	-$66K	–	89
2020 Q4	$66K	Buy	+605	New	+$65.8K	0.04%	141
2018 Q4	–	Sell	-550	Closed	-$40K	–	81
2018 Q3	$40K	Buy	+550	New	+$36.1K	0.03%	180

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Elm Advisors's ABT Position: Q1 2021 in Review

Elm Advisors sold out of Abbott (ABT) in Q1 2021, closing a stake of 605 shares — an estimated $66K sold.

Elm Advisors first reported a position in ABT in Q3 2018 and held it in 2 quarters. The position peaked at $66K in Q4 2020. 2,524 funds tracked by Wall St. Rank hold ABT as of Q1 2021.

Elm Advisors reported no remaining Abbott position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 605 Abbott shares in Q1 2021, an estimated $66K.
Elm Advisors first reported a position in Abbott in Q3 2018 and held it in 2 quarters.
Elm Advisors's Abbott position peaked at $66K in Q4 2020.
2,524 funds tracked by Wall St. Rank held Abbott as of Q1 2021.

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