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	–	751
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	Sell	59 -1,946	-97%	-$70.7K	﹤0.01%	513
2021 Q2	$59K	Buy	2,005 +1,946	+3,298%	+$65K	﹤0.01%	439
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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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