Harbor Investment Advisory’s ABB Ltd ABB Stock Holding History

Harbor Investment Advisory’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	-6,828	Closed	-$234K	–	1387
2023 Q1	$234K	Buy	6,828 +58	+0.9%	+$1.94K	0.04%	319
2022 Q4	$206K	Sell	6,770 -1,366	-17%	-$39.8K	0.03%	337
2022 Q3	$209K	Hold	8,136	–	–	0.03%	321
2022 Q2	$217K	Buy	8,136 +167	+2%	+$4.96K	0.03%	322
2022 Q1	$258K	Buy	7,969 +1,839	+30%	+$64.1K	0.03%	320
2021 Q4	$234K	Sell	6,130 -1,424	-19%	-$50K	0.03%	346
2021 Q3	$252K	Hold	7,554	–	–	0.03%	323
2021 Q2	$257K	Hold	7,554	–	–	0.03%	320
2021 Q1	$230K	Hold	7,554	–	–	0.03%	318
2020 Q4	$211K	Hold	7,554	–	–	0.03%	306
2020 Q3	$192K	Hold	7,554	–	–	0.04%	285
2020 Q2	$170K	Hold	7,554	–	–	0.04%	275
2020 Q1	$130K	Buy	7,554 +7,549	+150,980%	+$165K	0.04%	279
2019 Q4	$0	Buy	+5	New	+$107	﹤0.01%	1014

Other funds holding ABB

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 New York $65.2B AUM 31.44% 1-Year Est. Return

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 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

Harbor Investment Advisory's ABB Position: Q2 2023 in Review

Harbor Investment Advisory sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 6,828 shares — an estimated $234K sold.

Harbor Investment Advisory first reported a position in ABB in Q4 2019 and held it in 14 quarters. The position peaked at $258K in Q1 2022. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Harbor Investment Advisory reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Harbor Investment Advisory sold 6,828 ABB Ltd shares in Q2 2023, an estimated $234K.
Harbor Investment Advisory first reported a position in ABB Ltd in Q4 2019 and held it in 14 quarters.
Harbor Investment Advisory's ABB Ltd position peaked at $258K in Q1 2022.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Harbor Investment Advisory's 13F filing for Q2 2023, filed 14 Jul 2023.