Gradient Investments’s ABB Ltd ABB Stock Holding History

Gradient Investments’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	-826	Closed	-$28.3K	–	1918
2023 Q1	$28.3K	Sell	826 -12,568	-94%	-$421K	﹤0.01%	607
2022 Q4	$408K	Sell	13,394 -489	-4%	-$14.2K	0.01%	245
2022 Q3	$356K	Buy	13,883 +851	+7%	+$23.9K	0.01%	252
2022 Q2	$348K	Buy	13,032 +77	+0.6%	+$2.29K	0.01%	253
2022 Q1	$419K	Sell	12,955 -209	-2%	-$7.29K	0.01%	237
2021 Q4	$502K	Sell	13,164 -801	-6%	-$28.1K	0.01%	213
2021 Q3	$466K	Sell	13,965 -1,802	-11%	-$65.4K	0.01%	223
2021 Q2	$536K	Sell	15,767 -414	-3%	-$13.8K	0.02%	213
2021 Q1	$493K	Sell	16,181 -3,364	-17%	-$101K	0.02%	218
2020 Q4	$497K	Sell	19,545 -1,914	-9%	-$51K	0.02%	196
2020 Q3	$546K	Sell	21,459 -5,933	-22%	-$151K	0.02%	191
2020 Q2	$618K	Sell	27,392 -31,997	-54%	-$615K	0.03%	178
2020 Q1	$1.02M	Sell	59,389 -4,322	-7%	-$94.4K	0.06%	178
2019 Q4	$1.53M	Sell	63,711 -10,408	-14%	-$223K	0.07%	158
2019 Q3	$1.46M	Sell	74,119 -8,198	-10%	-$156K	0.07%	167
2019 Q2	$1.65M	Buy	82,317 +25,681	+45%	+$500K	0.08%	139
2019 Q1	$1.07M	Sell	56,636 -39,697	-41%	-$768K	0.07%	133
2018 Q4	$1.83M	Sell	96,333 -10,757	-10%	-$218K	0.11%	107
2018 Q3	$2.53M	Buy	107,090 +106,966	+86,263%	+$2.45M	0.13%	101
2018 Q2	$3K	Buy	124 +98	+377%	+$2.27K	﹤0.01%	792
2018 Q1	$1K	Sell	26 -48	-65%	-$1.24K	﹤0.01%	964
2017 Q4	$2K	Buy	+74	New	+$1.9K	﹤0.01%	840
2017 Q3	–	Sell	-26	Closed	-$1K	–	762
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	774
2017 Q1	$1K	Sell	26 -75	-74%	-$1.71K	﹤0.01%	747
2016 Q4	$2K	Buy	101 +75	+288%	+$1.6K	﹤0.01%	645
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	684
2016 Q2	$1K	Hold	26	–	–	﹤0.01%	687
2016 Q1	$1K	Hold	26	–	–	﹤0.01%	701
2015 Q4	$0	Hold	26	–	–	﹤0.01%	758
2015 Q3	$0	Hold	26	–	–	﹤0.01%	702
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	599
2015 Q1	$1K	Hold	26	–	–	﹤0.01%	614
2014 Q4	$1K	Hold	26	–	–	﹤0.01%	552
2014 Q3	$1K	Hold	26	–	–	﹤0.01%	464
2014 Q2	$1K	Sell	26 -868	-97%	-$21K	﹤0.01%	483
2014 Q1	$23K	Sell	894 -106	-11%	-$2.7K	0.01%	275
2013 Q4	$27K	Sell	1,000 -63,889	-98%	-$1.59M	0.01%	275
2013 Q3	$1.53M	Buy	+64,889	New	+$1.46M	0.48%	45

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