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Epstein & White Financial’s Abbott ABT Stock Holding History

Epstein & White Financial’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
Q2 		$220K Hold
1,900
– – 0.06% 85
2021
Q1 		$228K Sell
1,900
-308
-14% -$36.5K 0.07% 76
2020
Q4 		$242K Sell
2,208
-222
-9% -$24.1K 0.07% 69
2020
Q3 		$265K Sell
2,430
-399
-14% -$40.5K 0.09% 54
2020
Q2 		$259K Sell
2,829
-136
-5% -$12.3K 0.1% 57
2020
Q1 		$235K Buy
2,965
+109
+4% +$9.1K 0.1% 63
2019
Q4 		$247K Buy
2,856
+62
+2% +$5.19K 0.11% 64
2019
Q3 		$234K Buy
2,794
+132
+5% +$11.2K 0.11% 63
2019
Q2 		$220K Buy
+2,662
New +$210K 0.12% 74

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Epstein & White Financial's ABT Position: Q2 2021 in Review

Epstein & White Financial held its Abbott (ABT) position steady in Q2 2021 at 1,900 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #85.

Epstein & White Financial first reported a position in ABT in Q2 2019 and has held it in 9 quarters since. The position peaked at $265K in Q3 2020. 2,504 funds tracked by Wall St. Rank hold ABT as of Q2 2021.

  • Epstein & White Financial held 1,900 shares of Abbott worth $220K as of Q2 2021.
  • Epstein & White Financial left its Abbott share count unchanged in Q2 2021.
  • Abbott made up 0.06% of Epstein & White Financial's portfolio in Q2 2021, its #85 holding.
  • Epstein & White Financial first reported a position in Abbott in Q2 2019 and has held it in 9 quarters since.
  • Epstein & White Financial's Abbott position peaked at $265K in Q3 2020.
  • 2,504 funds tracked by Wall St. Rank held Abbott as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.