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Hochman Cole Investment Advisors’s AbbVie ABBV Stock Holding History

Hochman Cole Investment Advisors’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$3.93M Buy
36,415
+2,679
+8% +$306K 1.54% 19
2021
Q2 		$3.8M Buy
33,736
+1,615
+5% +$182K 1.52% 20
2021
Q1 		$3.48M Sell
32,121
-7,889
-20% -$844K 1.46% 21
2020
Q4 		$4.29M Buy
40,010
+684
+2% +$65.7K 1.85% 14
2020
Q3 		$3.44M Sell
39,326
-166
-0.4% -$15.6K 1.7% 18
2020
Q2 		$3.88M Buy
39,492
+699
+2% +$61.5K 2.14% 14
2020
Q1 		$2.96M Buy
38,793
+199
+0.5% +$16.9K 2.03% 15
2019
Q4 		$3.42M Sell
38,594
-292
-0.8% -$24.2K 1.86% 14
2019
Q3 		$2.94M Buy
38,886
+1,159
+3% +$79.5K 1.84% 14
2019
Q2 		$2.74M Buy
37,727
+1,729
+5% +$136K 1.64% 18
2019
Q1 		$2.9M Sell
35,998
-570
-2% -$46.6K 1.73% 18
2018
Q4 		$3.37M Buy
36,568
+351
+1% +$30.9K 2.32% 11
2018
Q3 		$3.42M Buy
36,217
+2,885
+9% +$274K 2.13% 14
2018
Q2 		$3.09M Buy
33,332
+1,150
+4% +$112K 2.03% 15
2018
Q1 		$3.05M Buy
32,182
+1,176
+4% +$129K 2.13% 13
2017
Q4 		$3M Sell
31,006
-514
-2% -$48.4K 1.89% 17
2017
Q3 		$2.8M Buy
31,520
+312
+1% +$23.8K 1.83% 19
2017
Q2 		$2.26M Sell
31,208
-246
-0.8% -$16.5K 1.57% 19
2017
Q1 		$2.05M Sell
31,454
-3,185
-9% -$200K 1.49% 21
2016
Q4 		$2.17M Sell
34,639
-4,996
-13% -$305K 1.57% 20
2016
Q3 		$2.5M Sell
39,635
-174
-0.4% -$11.3K 1.86% 19
2016
Q2 		$2.46M Buy
39,809
+13
+0% +$792 2.02% 18
2016
Q1 		$2.27M Buy
39,796
+216
+0.5% +$12K 1.94% 19
2015
Q4 		$2.35M Buy
+39,580
New +$2.28M 1.99% 17

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hochman Cole Investment Advisors's ABBV Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its AbbVie (ABBV) stake by 7.9% in Q3 2021, buying an estimated $306K and bringing the position to 36,415 shares worth $3.93M. The position accounts for 1.54% of the portfolio, ranked #19.

Hochman Cole Investment Advisors first reported a position in ABBV in Q4 2015 and has held it in 24 quarters since. The position peaked at $4.29M in Q4 2020. 2,655 funds tracked by Wall St. Rank hold ABBV as of Q3 2021.

  • Hochman Cole Investment Advisors held 36,415 shares of AbbVie worth $3.93M as of Q3 2021.
  • Hochman Cole Investment Advisors bought 2,679 AbbVie shares in Q3 2021, an estimated $306K.
  • AbbVie made up 1.54% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #19 holding.
  • Hochman Cole Investment Advisors first reported a position in AbbVie in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's AbbVie position peaked at $4.29M in Q4 2020.
  • 2,655 funds tracked by Wall St. Rank held AbbVie as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.