Freedom Investment Management’s ABB Ltd ABB Stock Holding History

Freedom Investment 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	-57,147	Closed	-$1.96M	–	794
2023 Q1	$1.96M	Sell	57,147 -11,002	-16%	-$369K	0.22%	111
2022 Q4	$2.08M	Sell	68,149 -7,024	-9%	-$204K	0.23%	104
2022 Q3	$1.93M	Buy	75,173 +4,056	+6%	+$114K	0.22%	108
2022 Q2	$1.9M	Sell	71,117 -3,966	-5%	-$118K	0.2%	123
2022 Q1	$2.43M	Buy	75,083 +35,397	+89%	+$1.23M	0.22%	108
2021 Q4	$1.51M	Buy	39,686 +1,601	+4%	+$56.2K	0.11%	242
2021 Q3	$1.27M	Sell	38,085 -822	-2%	-$29.9K	0.1%	272
2021 Q2	$1.32M	Buy	38,907 +3,620	+10%	+$121K	0.1%	251
2021 Q1	$1.07M	Sell	35,287 -1,669	-5%	-$50.1K	0.08%	285
2020 Q4	$1.03M	Buy	36,956 +5,699	+18%	+$152K	0.11%	183
2020 Q3	$795K	Buy	31,257 +5,452	+21%	+$139K	0.09%	204
2020 Q2	$582K	Buy	25,805 +12,593	+95%	+$242K	0.06%	235
2020 Q1	$321K	Buy	+13,212	New	+$289K	0.03%	467
2019 Q1	–	Sell	-32,654	Closed	-$621K	–	804
2018 Q4	$621K	Sell	32,654 -3,744	-10%	-$75.8K	0.05%	373
2018 Q3	$852K	Buy	36,398 +73	+0.2%	+$1.67K	0.05%	368
2018 Q2	$791K	Sell	36,325 -10,467	-22%	-$243K	0.05%	395
2018 Q1	$1.11M	Sell	46,792 -6,605	-12%	-$170K	0.06%	346
2017 Q4	$1.43M	Buy	53,397 +1,664	+3%	+$42.7K	0.07%	246
2017 Q3	$1.28M	Buy	51,733 +5,336	+12%	+$128K	0.07%	248
2017 Q2	$1.16M	Buy	46,397 +7,926	+21%	+$194K	0.07%	263
2017 Q1	$900K	Sell	38,471 -185	-0.5%	-$4.23K	0.05%	331
2016 Q4	$814K	Buy	38,656 +21,660	+127%	+$462K	0.05%	312
2016 Q3	$383K	Buy	+16,996	New	+$364K	0.02%	532

Other funds holding ABB

Fisher Asset Management

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

Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 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

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

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

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

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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