Herold Advisors’s ABB Ltd ABB Stock Holding History

Herold Advisors’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	-15,900	Closed	-$545K	–	249
2023 Q1	$545K	Hold	15,900	–	–	0.19%	130
2022 Q4	$484K	Buy	15,900 +1,100	+7%	+$32K	0.21%	114
2022 Q3	$379K	Buy	14,800 +1,500	+11%	+$42.1K	0.18%	132
2022 Q2	$355K	Hold	13,300	–	–	0.16%	143
2022 Q1	$430K	Buy	13,300 +2,000	+18%	+$69.8K	0.15%	139
2021 Q4	$431K	Sell	11,300 -5,300	-32%	-$186K	0.17%	139
2021 Q3	$553K	Buy	+16,600	New	+$603K	0.22%	116

Other funds holding ABB

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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 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

Herold Advisors's ABB Position: Q2 2023 in Review

Herold Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 15,900 shares — an estimated $545K sold.

Herold Advisors first reported a position in ABB in Q3 2021 and held it in 7 quarters. The position peaked at $553K in Q3 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Herold Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Herold Advisors sold 15,900 ABB Ltd shares in Q2 2023, an estimated $545K.
Herold Advisors first reported a position in ABB Ltd in Q3 2021 and held it in 7 quarters.
Herold Advisors's ABB Ltd position peaked at $553K in Q3 2021.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Herold Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.