Kelly Financial Services’s ABB Ltd ABB Stock Holding History

Kelly Financial Services’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	-45	Closed	-$1.54K	–	750
2023 Q1	$1.54K	Sell	45 -119	-73%	-$3.99K	﹤0.01%	548
2022 Q4	$5K	Hold	164	–	–	﹤0.01%	400
2022 Q3	$4.21K	Hold	164	–	–	﹤0.01%	418
2022 Q2	$4.38K	Hold	164	–	–	﹤0.01%	420
2022 Q1	$5.3K	Buy	164 +60	+58%	+$2.09K	﹤0.01%	423
2021 Q4	$3.97K	Buy	104 +45	+76%	+$1.58K	﹤0.01%	473
2021 Q3	$1.97K	Hold	59	–	–	﹤0.01%	513
2021 Q2	$2K	Hold	59	–	–	﹤0.01%	505
2021 Q1	$1.8K	Hold	59	–	–	﹤0.01%	511
2020 Q4	$1.65K	Sell	59 -102	-63%	-$2.72K	﹤0.01%	481
2020 Q3	$4.1K	Hold	161	–	–	﹤0.01%	355
2020 Q2	$3.63K	Hold	161	–	–	﹤0.01%	372
2020 Q1	$2.78K	Hold	161	–	–	﹤0.01%	359
2019 Q4	$3.88K	Hold	161	–	–	﹤0.01%	336
2019 Q3	$3.17K	Buy	+161	New	+$3.07K	﹤0.01%	346

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Kelly Financial Services's ABB Position: Q2 2023 in Review

Kelly Financial Services sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 45 shares — an estimated $1.54K sold.

Kelly Financial Services first reported a position in ABB in Q3 2019 and held it in 15 quarters. The position peaked at $5.3K in Q1 2022. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Kelly Financial Services reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Kelly Financial Services sold 45 ABB Ltd shares in Q2 2023, an estimated $1.54K.
Kelly Financial Services first reported a position in ABB Ltd in Q3 2019 and held it in 15 quarters.
Kelly Financial Services's ABB Ltd position peaked at $5.3K in Q1 2022.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Kelly Financial Services's 13F filing for Q2 2023, filed 17 Jul 2024.