Financial Partners Capital Management’s Abbott ABT Stock Holding History

Financial Partners Capital Management’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
2022 Q4	$831K	Hold	7,569	–	–	0.19%	85
2022 Q3	$732K	Hold	7,569	–	–	0.17%	92
2022 Q2	$822K	Hold	7,569	–	–	0.18%	92
2022 Q1	$896K	Sell	7,569 -450	-6%	-$55.8K	0.17%	87
2021 Q4	$1.13M	Hold	8,019	–	–	0.2%	81
2021 Q3	$947K	Sell	8,019 -60	-0.7%	-$7.37K	0.17%	80
2021 Q2	$937K	Hold	8,079	–	–	0.17%	76
2021 Q1	$968K	Buy	8,079 +2,200	+37%	+$261K	0.2%	68
2020 Q4	$644K	Sell	5,879 -8	-0.1%	-$870	0.15%	72
2020 Q3	$641K	Sell	5,887 -650	-10%	-$65.9K	0.17%	63
2020 Q2	$598K	Buy	6,537 +400	+7%	+$36.2K	0.17%	62
2020 Q1	$484K	Buy	+6,137	New	+$512K	0.15%	62
2018 Q4	$429K	Hold	5,930	–	–	0.14%	60
2018 Q3	$435K	Hold	5,930	–	–	0.12%	58
2018 Q2	$362K	Hold	5,930	–	–	0.11%	60
2018 Q1	$355K	Hold	5,930	–	–	0.11%	63
2017 Q4	$338K	Hold	5,930	–	–	0.06%	105
2017 Q3	$316K	Hold	5,930	–	–	0.06%	103
2017 Q2	$288K	Sell	5,930 -645	-10%	-$29.2K	0.06%	104
2017 Q1	$292K	Sell	6,575 -100	-1%	-$4.32K	0.06%	100
2016 Q4	$256K	Hold	6,675	–	–	0.06%	99
2016 Q3	$272K	Hold	6,675	–	–	0.07%	90
2016 Q2	$262K	Hold	6,675	–	–	0.07%	86
2016 Q1	$279K	Hold	6,675	–	–	0.07%	92
2015 Q4	$300K	Hold	6,675	–	–	0.07%	108
2015 Q3	$268K	Hold	6,675	–	–	0.07%	106
2015 Q2	$328K	Hold	6,675	–	–	0.08%	105
2015 Q1	$309K	Sell	6,675 -326	-5%	-$15K	0.08%	99
2014 Q4	$315K	Buy	7,001 +236	+3%	+$10.3K	0.09%	100
2014 Q3	$281K	Hold	6,765	–	–	0.08%	94
2014 Q2	$277K	Hold	6,765	–	–	0.08%	96
2014 Q1	$261K	Hold	6,765	–	–	0.08%	96
2013 Q4	$259K	Sell	6,765 -800	-11%	-$29.5K	0.09%	96
2013 Q3	$251K	Hold	7,565	–	–	0.1%	83
2013 Q2	$264K	Buy	+7,565	New	+$277K	0.12%	82

Other funds holding ABT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Capital Management's ABT Position: Q4 2022 in Review

Financial Partners Capital Management held its Abbott (ABT) position steady in Q4 2022 at 7,569 shares worth $831K. The position accounts for 0.19% of the portfolio, ranked #85.

Financial Partners Capital Management first reported a position in ABT in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.13M in Q4 2021. 2,764 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

Financial Partners Capital Management held 7,569 shares of Abbott worth $831K as of Q4 2022.
Financial Partners Capital Management left its Abbott share count unchanged in Q4 2022.
Abbott made up 0.19% of Financial Partners Capital Management's portfolio in Q4 2022, its #85 holding.
Financial Partners Capital Management first reported a position in Abbott in Q2 2013 and has held it in 35 quarters since.
Financial Partners Capital Management's Abbott position peaked at $1.13M in Q4 2021.
2,764 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.