Householder Group Estate & Retirement Specialist’s abrdn Life Sciences Investors HQL Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio HQL Stock Details HQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,259	Closed	-$18K	–	816
2024 Q3	$18K	Buy	1,259 +38	+3%	+$575	0.01%	714
2024 Q2	$17K	Buy	1,221 +41	+3%	+$554	﹤0.01%	710
2024 Q1	$16.1K	Buy	1,180 +58	+5%	+$802	﹤0.01%	716
2023 Q4	$15K	Hold	1,122	–	–	﹤0.01%	689
2023 Q3	$14K	Buy	+1,122	New	+$14.8K	0.01%	714
2023 Q1	$15K	Buy	+1,070	New	+$15.3K	0.01%	698
2022 Q4	–	Sell	-1,024	Closed	-$13K	–	649
2022 Q3	$13K	Buy	+1,024	New	+$15.3K	0.01%	667

Other funds holding HQL

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HQL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of abrdn Life Sciences Investors (HQL) in Q4 2024, closing a stake of 1,259 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in HQL in Q3 2022 and held it in 7 quarters. The position peaked at $18K in Q3 2024. 72 funds tracked by Wall St. Rank hold HQL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining abrdn Life Sciences Investors position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,259 abrdn Life Sciences Investors shares in Q4 2024, an estimated $18K.
Householder Group Estate & Retirement Specialist first reported a position in abrdn Life Sciences Investors in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's abrdn Life Sciences Investors position peaked at $18K in Q3 2024.
72 funds tracked by Wall St. Rank held abrdn Life Sciences Investors as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.