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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Abbott ABT Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$290K Sell
2,644
-119
-4% -$12.9K 0.07% 85
2020
Q3 		$301K Buy
2,763
+57
+2% +$5.78K 0.08% 69
2020
Q2 		$247K Sell
2,706
-235
-8% -$21.2K 0.07% 74
2020
Q1 		$232K Sell
2,941
-95
-3% -$7.93K 0.06% 79
2019
Q4 		$264K Sell
3,036
-109
-3% -$9.13K 0.06% 97
2019
Q3 		$263K Sell
3,145
-31
-1% -$2.63K 0.07% 86
2019
Q2 		$267K Buy
3,176
+116
+4% +$9.13K 0.07% 82
2019
Q1 		$245K Buy
3,060
+201
+7% +$15K 0.07% 82
2018
Q4 		$207K Hold
2,859
– – 0.07% 82
2018
Q3 		$210K Buy
2,859
+166
+6% +$10.9K 0.07% 89
2018
Q2 		$164K Hold
2,693
– – 0.06% 89
2018
Q1 		$161K Hold
2,693
– – 0.06% 88
2017
Q4 		$168K Buy
2,693
+831
+45% +$46.1K 0.44% 46
2017
Q3 		$99K Hold
1,862
– – 0.04% 96
2017
Q2 		$90K Buy
1,862
+3
+0.2% +$136 0.04% 103
2017
Q1 		$83K Sell
1,859
-103
-5% -$4.45K 0.03% 114
2016
Q4 		$76K Sell
1,962
-275
-12% -$10.9K 0.02% 134
2016
Q3 		$94K Sell
2,237
-400
-15% -$17.1K 0.04% 106
2016
Q2 		$103K Hold
2,637
– – 0.04% 97
2016
Q1 		$110K Hold
2,637
– – 0.05% 86
2015
Q4 		$118K Buy
+2,637
New +$116K 0.06% 80

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ABT Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Abbott (ABT) stake by 4.3% in Q4 2020, selling an estimated $12.9K and leaving 2,644 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #85.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ABT in Q4 2015 and has held it in 21 quarters since. The position peaked at $301K in Q3 2020. 2,488 funds tracked by Wall St. Rank hold ABT as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 2,644 shares of Abbott worth $290K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 119 Abbott shares in Q4 2020, an estimated $12.9K.
  • Abbott made up 0.07% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #85 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Abbott in Q4 2015 and has held it in 21 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Abbott position peaked at $301K in Q3 2020.
  • 2,488 funds tracked by Wall St. Rank held Abbott as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.