Evermay Wealth Management’s ABB Ltd ABB Stock Holding History

Evermay Wealth 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	-120	Closed	-$4.23K	–	574
2023 Q1	$4.23K	Hold	120	–	–	﹤0.01%	462
2022 Q4	$3.65K	Hold	120	–	–	﹤0.01%	471
2022 Q3	$3K	Hold	120	–	–	﹤0.01%	471
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	470
2022 Q1	$4K	Hold	120	–	–	﹤0.01%	469
2021 Q4	$5K	Hold	120	–	–	﹤0.01%	454
2021 Q3	$4K	Hold	120	–	–	﹤0.01%	425
2021 Q2	$4K	Buy	+120	New	+$4.01K	﹤0.01%	464

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

Evermay Wealth Management's ABB Position: Q2 2023 in Review

Evermay Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 120 shares — an estimated $4.23K sold.

Evermay Wealth Management first reported a position in ABB in Q2 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Evermay Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Evermay Wealth Management sold 120 ABB Ltd shares in Q2 2023, an estimated $4.23K.
Evermay Wealth Management first reported a position in ABB Ltd in Q2 2021 and held it in 8 quarters.
Evermay Wealth Management's ABB Ltd position peaked at $5K in Q4 2021.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Evermay Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.