FP
ABB

Financial Perspectives’s ABB Ltd ABB Stock Holding History

Financial Perspectives’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
-2,317
Closed -$79.5K – 694
2023
Q1 		$79.5K Hold
2,317
– – 0.04% 213
2022
Q4 		$70.6K Hold
2,317
– – 0.04% 214
2022
Q3 		$59.5K Hold
2,317
– – 0.03% 220
2022
Q2 		$61.9K Hold
2,317
– – 0.03% 216
2022
Q1 		$74.9K Hold
2,317
– – 0.04% 216
2021
Q4 		$88.4K Buy
2,317
+1,417
+157% +$49.7K 0.04% 186
2021
Q3 		$30K Hold
900
– – 0.02% 300
2021
Q2 		$30.6K Buy
900
+500
+125% +$16.7K 0.01% 323
2021
Q1 		$12.2K Hold
400
– – 0.01% 423
2020
Q4 		$11.2K Hold
400
– – 0.01% 395
2020
Q3 		$10.2K Hold
400
– – 0.01% 368
2020
Q2 		$9.02K Hold
400
– – 0.01% 359
2020
Q1 		$6.9K Hold
400
– – 0.01% 360
2019
Q4 		$9.64K Buy
+400
New +$8.57K 0.01% 333

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Financial Perspectives's ABB Position: Q2 2023 in Review

Financial Perspectives sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 2,317 shares — an estimated $79.5K sold.

Financial Perspectives first reported a position in ABB in Q4 2019 and held it in 14 quarters. The position peaked at $88.4K in Q4 2021. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Financial Perspectives reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Financial Perspectives sold 2,317 ABB Ltd shares in Q2 2023, an estimated $79.5K.
  • Financial Perspectives first reported a position in ABB Ltd in Q4 2019 and held it in 14 quarters.
  • Financial Perspectives's ABB Ltd position peaked at $88.4K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Financial Perspectives's 13F filing for Q2 2023, filed 10 Jan 2024.