FFM
ABB

Forum Financial Management’s ABB Ltd ABB Stock Holding History

Forum Financial 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
-21,195
Closed -$727K – 677
2023
Q1 		$727K Sell
21,195
-16
-0.1% -$536 0.02% 188
2022
Q4 		$646K Buy
21,211
+16
+0.1% +$466 0.02% 201
2022
Q3 		$544K Hold
21,195
– – 0.03% 206
2022
Q2 		$567K Hold
21,195
– – 0.03% 205
2022
Q1 		$685K Hold
21,195
– – 0.03% 186
2021
Q4 		$809K Buy
+21,195
New +$743K 0.04% 154

Other funds holding ABB

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

Forum Financial Management's ABB Position: Q2 2023 in Review

Forum Financial Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 21,195 shares — an estimated $727K sold.

Forum Financial Management first reported a position in ABB in Q4 2021 and held it in 6 quarters. The position peaked at $809K in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Forum Financial Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Forum Financial Management sold 21,195 ABB Ltd shares in Q2 2023, an estimated $727K.
  • Forum Financial Management first reported a position in ABB Ltd in Q4 2021 and held it in 6 quarters.
  • Forum Financial Management's ABB Ltd position peaked at $809K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Forum Financial Management's 13F filing for Q2 2023, filed 26 Jul 2023.