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Investment Management Associates’s AbbVie ABBV Stock Holding History

Investment Management Associates’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
2024
Q4 		– Sell
-2,319
Closed -$458K – 28
2024
Q3 		$458K Buy
2,319
+36
+2% +$6.72K 0.18% 25
2024
Q2 		$392K Buy
2,283
+13
+0.6% +$2.15K 0.13% 29
2024
Q1 		$413K Hold
2,270
– – 0.14% 30
2023
Q4 		$352K Sell
2,270
-1,818
-44% -$265K 0.14% 30
2023
Q3 		$609K Hold
4,088
– – 0.25% 29
2023
Q2 		$551K Buy
4,088
+1
+0% +$147 0.2% 33
2023
Q1 		$651K Sell
4,087
-126
-3% -$19.3K 0.27% 31
2022
Q4 		$681K Sell
4,213
-53
-1% -$8.13K 0.29% 33
2022
Q3 		$573K Sell
4,266
-109
-2% -$15.6K 0.27% 34
2022
Q2 		$628K Hold
4,375
– – 0.27% 32
2022
Q1 		$709K Sell
4,375
-8,294
-65% -$1.2M 0.32% 34
2021
Q4 		$1.72M Sell
12,669
-3,608
-22% -$426K 0.78% 29
2021
Q3 		$1.76M Buy
16,277
+1,829
+13% +$209K 0.91% 31
2021
Q2 		$1.63M Buy
14,448
+413
+3% +$46.5K 0.85% 32
2021
Q1 		$1.52M Buy
14,035
+2,631
+23% +$281K 0.89% 32
2020
Q4 		$1.22M Buy
+11,404
New +$1.1M 0.91% 31

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Investment Management Associates's ABBV Position: Q4 2024 in Review

Investment Management Associates sold out of AbbVie (ABBV) in Q4 2024, closing a stake of 2,319 shares — an estimated $458K sold.

Investment Management Associates first reported a position in ABBV in Q4 2020 and held it in 16 quarters. The position peaked at $1.76M in Q3 2021. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Investment Management Associates reported no remaining AbbVie position as of Q4 2024 after selling out during the quarter.
  • Investment Management Associates sold 2,319 AbbVie shares in Q4 2024, an estimated $458K.
  • Investment Management Associates first reported a position in AbbVie in Q4 2020 and held it in 16 quarters.
  • Investment Management Associates's AbbVie position peaked at $1.76M in Q3 2021.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Investment Management Associates's 13F filing for Q4 2024, filed 3 Feb 2025.