Evergreen Capital Management’s ABB Ltd ABB Stock Holding History

Evergreen Capital Management’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
2023 Q2	–	Sell	-17,744	Closed	-$625K	–	847
2023 Q1	$625K	Buy	17,744 +616	+4%	+$20.6K	0.03%	337
2022 Q4	$522K	Buy	17,128 +4,724	+38%	+$138K	0.02%	363
2022 Q3	$319K	Buy	+12,404	New	+$348K	0.02%	432
2022 Q2	–	Sell	-9,440	Closed	-$305K	–	699
2022 Q1	$305K	Buy	9,440 +3,695	+64%	+$129K	0.01%	479
2021 Q4	$219K	Buy	+5,745	New	+$202K	0.01%	573
2018 Q4	–	Sell	-8,513	Closed	-$201K	–	419
2018 Q3	$201K	Buy	+8,513	New	+$195K	0.02%	365

Other funds holding ABB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Evergreen Capital Management's ABB Position: Q2 2023 in Review

Evergreen Capital Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 17,744 shares — an estimated $625K sold.

Evergreen Capital Management first reported a position in ABB in Q3 2018 and held it in 6 quarters. The position peaked at $625K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Evergreen Capital Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Evergreen Capital Management sold 17,744 ABB Ltd shares in Q2 2023, an estimated $625K.
Evergreen Capital Management first reported a position in ABB Ltd in Q3 2018 and held it in 6 quarters.
Evergreen Capital Management's ABB Ltd position peaked at $625K in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Evergreen Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.