ET
ABB

Equitable Trust’s ABB Ltd ABB Stock Holding History

Equitable Trust’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
2024
Q4 		– Sell
-9,853
Closed -$572K – 495
2024
Q3 		$572K Buy
9,853
+3,953
+67% +$230K 0.04% 287
2024
Q2 		$328K Sell
5,900
-275
-4% -$15.3K 0.02% 368
2024
Q1 		$287K Sell
6,175
-1,905
-24% -$88.6K 0.02% 382
2023
Q4 		$358K Hold
8,080
– – 0.03% 329
2023
Q3 		$290K Hold
8,080
– – 0.02% 353
2023
Q2 		$318K Hold
8,080
– – 0.02% 330
2023
Q1 		$277K Buy
8,080
+275
+4% +$9.21K 0.02% 347
2022
Q4 		$238K Hold
7,805
– – 0.02% 367
2022
Q3 		$200K Hold
7,805
– – 0.02% 372
2022
Q2 		$209K Hold
7,805
– – 0.02% 374
2022
Q1 		$252K Buy
+7,805
New +$272K 0.02% 359

Other funds holding ABB

NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Equitable Trust's ABB Position: Q4 2024 in Review

Equitable Trust sold out of ABB Ltd (ABB) in Q4 2024, closing a stake of 9,853 shares — an estimated $572K sold.

Equitable Trust first reported a position in ABB in Q1 2022 and held it in 11 quarters. The position peaked at $572K in Q3 2024. 45 funds tracked by Wall St. Rank hold ABB as of Q4 2024.

  • Equitable Trust reported no remaining ABB Ltd position as of Q4 2024 after selling out during the quarter.
  • Equitable Trust sold 9,853 ABB Ltd shares in Q4 2024, an estimated $572K.
  • Equitable Trust first reported a position in ABB Ltd in Q1 2022 and held it in 11 quarters.
  • Equitable Trust's ABB Ltd position peaked at $572K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held ABB Ltd as of Q4 2024.

Based on Equitable Trust's 13F filing for Q4 2024, filed 28 Jan 2025.