IEQ Capital’s ABB Ltd ABB Stock Holding History

IEQ Capital’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	-8,091	Closed	-$278K	–	979
2023 Q1	$278K	Buy	+8,091	New	+$271K	0.01%	740

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

IEQ Capital's ABB Position: Q2 2023 in Review

IEQ Capital sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 8,091 shares — an estimated $278K sold.

IEQ Capital first reported a position in ABB in Q1 2023 and held it in 1 quarter. The position peaked at $278K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

IEQ Capital reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
IEQ Capital sold 8,091 ABB Ltd shares in Q2 2023, an estimated $278K.
IEQ Capital first reported a position in ABB Ltd in Q1 2023 and held it in 1 quarter.
IEQ Capital's ABB Ltd position peaked at $278K in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on IEQ Capital's 13F filing for Q2 2023, filed 8 Aug 2023.