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Jackson Wealth Management’s Abbott ABT Stock Holding History

Jackson Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-34,808
Closed -$4.9M – 111
2021
Q4 		$4.9M Buy
34,808
+440
+1% +$56.3K 0.62% 46
2021
Q3 		$25K Buy
34,368
+722
+2% +$88.7K 0.3% 52
2021
Q2 		$3.9M Buy
33,646
+1,889
+6% +$220K 0.49% 51
2021
Q1 		$3.81M Buy
31,757
+1,141
+4% +$135K 0.57% 49
2020
Q4 		$3.35M Buy
30,616
+2,460
+9% +$267K 0.46% 55
2020
Q3 		$3.06M Buy
28,156
+1,969
+8% +$200K 0.46% 56
2020
Q2 		$2.39M Sell
26,187
-8,525
-25% -$771K 0.43% 56
2020
Q1 		$3.33M Buy
34,712
+9,729
+39% +$812K 0.7% 36
2019
Q4 		$2.26M Buy
24,983
+92
+0.4% +$7.71K 0.38% 74
2019
Q3 		$1.99M Buy
24,891
+558
+2% +$47.4K 0.42% 65
2019
Q2 		$2.08M Buy
24,333
+35
+0.1% +$2.75K 0.45% 60
2019
Q1 		$1.94M Sell
24,298
-126
-0.5% -$9.38K 0.47% 61
2018
Q4 		$1.62M Sell
24,424
-892
-4% -$62.7K 0.48% 56
2018
Q3 		$1.86M Buy
25,316
+95
+0.4% +$6.24K 0.39% 64
2018
Q2 		$1.65M Buy
25,221
+54
+0.2% +$3.27K 0.38% 69
2018
Q1 		$1.5M Sell
25,167
-5,912
-19% -$356K 0.42% 69
2017
Q4 		$1.83M Buy
31,079
+580
+2% +$32.1K 0.46% 66
2017
Q3 		$1.69M Buy
30,499
+3,064
+11% +$154K 0.46% 58
2017
Q2 		$1.35M Buy
27,435
+4,632
+20% +$210K 0.43% 59
2017
Q1 		$999K Buy
22,803
+1,033
+5% +$44.7K 0.36% 61
2016
Q4 		$890K Buy
21,770
+1,291
+6% +$51.2K 0.35% 63
2016
Q3 		$843K Sell
20,479
-213
-1% -$9.13K 0.32% 63
2016
Q2 		$813K Buy
20,692
+1,345
+7% +$53.5K 0.3% 64
2016
Q1 		$813K Buy
19,347
+587
+3% +$23.3K 0.31% 61
2015
Q4 		$778K Sell
18,760
-319
-2% -$14.1K 0.31% 61
2015
Q3 		$767K Sell
19,079
-3,181
-14% -$150K 0.27% 80
2015
Q2 		$1.09M Sell
22,260
-6,706
-23% -$322K 0.37% 75
2015
Q1 		$1.34M Buy
+28,966
New +$1.33M 0.43% 78

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jackson Wealth Management's ABT Position: Q1 2022 in Review

Jackson Wealth Management sold out of Abbott (ABT) in Q1 2022, closing a stake of 34,808 shares — an estimated $4.9M sold.

Jackson Wealth Management first reported a position in ABT in Q1 2015 and held it in 28 quarters. The position peaked at $4.9M in Q4 2021. 2,760 funds tracked by Wall St. Rank hold ABT as of Q1 2022.

  • Jackson Wealth Management reported no remaining Abbott position as of Q1 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 34,808 Abbott shares in Q1 2022, an estimated $4.9M.
  • Jackson Wealth Management first reported a position in Abbott in Q1 2015 and held it in 28 quarters.
  • Jackson Wealth Management's Abbott position peaked at $4.9M in Q4 2021.
  • 2,760 funds tracked by Wall St. Rank held Abbott as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.