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Evelyn V. Moreno’s AbbVie ABBV Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$718K Sell
4,635
-51
-1% -$7.43K 0.34% 62
2023
Q3 		$698K Buy
4,686
+1,500
+47% +$220K 0.15% 72
2023
Q2 		$429K Hold
3,186
– – 0.09% 78
2023
Q1 		$508K Sell
3,186
-2,775
-47% -$424K 0.12% 71
2022
Q4 		$963K Sell
5,961
-175
-3% -$26.8K 0.22% 65
2022
Q3 		$824K Sell
6,136
-550
-8% -$78.9K 0.37% 62
2022
Q2 		$1.02M Buy
6,686
+4,100
+159% +$626K 0.24% 58
2022
Q1 		$419K Buy
+2,586
New +$376K 0.08% 69

Other funds holding ABBV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evelyn V. Moreno's ABBV Position: Q4 2023 in Review

Evelyn V. Moreno reduced its AbbVie (ABBV) stake by 1.1% in Q4 2023, selling an estimated $7.43K and leaving 4,635 shares worth $718K. The position accounts for 0.34% of the portfolio, ranked #62.

Evelyn V. Moreno first reported a position in ABBV in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.02M in Q2 2022. 3,322 funds tracked by Wall St. Rank hold ABBV as of Q4 2023.

  • Evelyn V. Moreno held 4,635 shares of AbbVie worth $718K as of Q4 2023.
  • Evelyn V. Moreno sold 51 AbbVie shares in Q4 2023, an estimated $7.43K.
  • AbbVie made up 0.34% of Evelyn V. Moreno's portfolio in Q4 2023, its #62 holding.
  • Evelyn V. Moreno first reported a position in AbbVie in Q1 2022 and has held it in 8 quarters since.
  • Evelyn V. Moreno's AbbVie position peaked at $1.02M in Q2 2022.
  • 3,322 funds tracked by Wall St. Rank held AbbVie as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.