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Laidlaw Wealth Management’s Abbott ABT Stock Holding History

Laidlaw 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
2023
Q3 		– Sell
-2,338
Closed -$255K – 267
2023
Q2 		$255K Sell
2,338
-195
-8% -$20.8K 0.05% 291
2023
Q1 		$256K Buy
2,533
+241
+11% +$25.4K 0.05% 286
2022
Q4 		$252K Buy
2,292
+129
+6% +$13.4K 0.05% 295
2022
Q3 		$209K Buy
+2,163
New +$231K 0.05% 294
2021
Q3 		– Sell
-2,374
Closed -$275K – 248
2021
Q2 		$275K Buy
+2,374
New +$277K 0.07% 203
2021
Q1 		– Sell
-3,620
Closed -$396K – 217
2020
Q4 		$396K Buy
3,620
+1,723
+91% +$187K 0.08% 225
2020
Q3 		$206K Buy
+1,897
New +$192K 0.09% 191

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laidlaw Wealth Management's ABT Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Abbott (ABT) in Q3 2023, closing a stake of 2,338 shares — an estimated $255K sold.

Laidlaw Wealth Management first reported a position in ABT in Q3 2020 and held it in 7 quarters. The position peaked at $396K in Q4 2020. 2,681 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Abbott position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,338 Abbott shares in Q3 2023, an estimated $255K.
  • Laidlaw Wealth Management first reported a position in Abbott in Q3 2020 and held it in 7 quarters.
  • Laidlaw Wealth Management's Abbott position peaked at $396K in Q4 2020.
  • 2,681 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.