EP Wealth Advisors’s ABM Industries ABM Stock Holding History

EP Wealth Advisors’s Portfolio ABM Stock Details ABM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,041	Closed	-$266K	–	1236
2024 Q3	$266K	Buy	+5,041	New	+$267K	﹤0.01%	907

Other funds holding ABM

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

EP Wealth Advisors's ABM Position: Q4 2024 in Review

EP Wealth Advisors sold out of ABM Industries (ABM) in Q4 2024, closing a stake of 5,041 shares — an estimated $266K sold.

EP Wealth Advisors first reported a position in ABM in Q3 2024 and held it in 1 quarter. The position peaked at $266K in Q3 2024. 292 funds tracked by Wall St. Rank hold ABM as of Q4 2024.

EP Wealth Advisors reported no remaining ABM Industries position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 5,041 ABM Industries shares in Q4 2024, an estimated $266K.
EP Wealth Advisors first reported a position in ABM Industries in Q3 2024 and held it in 1 quarter.
EP Wealth Advisors's ABM Industries position peaked at $266K in Q3 2024.
292 funds tracked by Wall St. Rank held ABM Industries as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.