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Johanson Financial Advisors’s Abbott ABT Stock Holding History

Johanson Financial Advisors’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
2021
Q4 		$918K Buy
6,519
+170
+3% +$21.8K 0.28% 63
2021
Q3 		$750K Sell
6,349
-472
-7% -$58K 0.26% 73
2021
Q2 		$796K Buy
6,821
+52
+0.8% +$6.06K 0.27% 70
2021
Q1 		$822K Buy
6,769
+21
+0.3% +$2.49K 0.3% 68
2020
Q4 		$739K Sell
6,748
-223
-3% -$24.2K 0.3% 64
2020
Q3 		$757K Buy
6,971
+51
+0.7% +$5.17K 0.34% 59
2020
Q2 		$633K Buy
6,920
+437
+7% +$39.5K 0.32% 62
2020
Q1 		$512K Sell
6,483
-563,308
-99% -$47M 0.29% 60
2019
Q4 		$6.56M Buy
569,791
+563,368
+8,771% +$47.2M 0.31% 52
2019
Q3 		$536K Sell
6,423
-100
-2% -$8.5K 0.28% 67
2019
Q2 		$548K Sell
6,523
-177
-3% -$13.9K 0.29% 67
2019
Q1 		$536K Buy
6,700
+640
+11% +$47.6K 0.3% 64
2018
Q4 		$437K Sell
6,060
-28
-0.5% -$1.97K 0.29% 62
2018
Q3 		$447K Buy
6,088
+295
+5% +$19.4K 0.26% 67
2018
Q2 		$353K Buy
5,793
+25
+0.4% +$1.52K 0.22% 67
2018
Q1 		$345K Sell
5,768
-486
-8% -$29.3K 0.23% 68
2017
Q4 		$357K Buy
6,254
+25
+0.4% +$1.39K 0.24% 64
2017
Q3 		$333K Sell
6,229
-788
-11% -$39.5K 0.24% 63
2017
Q2 		$343K Buy
7,017
+37
+0.5% +$1.68K 0.28% 61
2017
Q1 		$309K Buy
+6,980
New +$302K 0.27% 63
2016
Q4 		– Sell
-5,214
Closed -$222K – 8
2016
Q3 		$222K Buy
5,214
+26
+0.5% +$1.11K 0.24% 69
2016
Q2 		$204K Sell
5,188
-89
-2% -$3.54K 0.24% 69
2016
Q1 		$220K Buy
5,277
+331
+7% +$13.1K 0.27% 61
2015
Q4 		$223K Buy
+4,946
New +$218K 0.29% 59

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

Johanson Financial Advisors's ABT Position: Q4 2021 in Review

Johanson Financial Advisors increased its Abbott (ABT) stake by 2.7% in Q4 2021, buying an estimated $21.8K and bringing the position to 6,519 shares worth $918K. The position accounts for 0.28% of the portfolio, ranked #63.

Johanson Financial Advisors first reported a position in ABT in Q4 2015 and has held it in 24 quarters since. The position peaked at $6.56M in Q4 2019. 2,812 funds tracked by Wall St. Rank hold ABT as of Q4 2021.

  • Johanson Financial Advisors held 6,519 shares of Abbott worth $918K as of Q4 2021.
  • Johanson Financial Advisors bought 170 Abbott shares in Q4 2021, an estimated $21.8K.
  • Abbott made up 0.28% of Johanson Financial Advisors's portfolio in Q4 2021, its #63 holding.
  • Johanson Financial Advisors first reported a position in Abbott in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's Abbott position peaked at $6.56M in Q4 2019.
  • 2,812 funds tracked by Wall St. Rank held Abbott as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.