Lehman & Derafelo Financial Resources’s AbbVie ABBV Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$325K	Buy	2,008 +17	+0.9%	+$2.61K	0.1%	80
2022 Q3	$267K	Sell	1,991 -1,700	-46%	-$244K	0.08%	80
2022 Q2	$565K	Hold	3,691	–	–	0.17%	56
2022 Q1	$598K	Buy	3,691 +1,700	+85%	+$247K	0.17%	56
2021 Q4	$270K	Hold	1,991	–	–	0.08%	87
2021 Q3	$215K	Sell	1,991 -650	-25%	-$74.3K	0.07%	100
2021 Q2	$297K	Hold	2,641	–	–	0.08%	92
2021 Q1	$286K	Buy	2,641 +100	+4%	+$10.7K	0.08%	91
2020 Q4	$272K	Hold	2,541	–	–	0.08%	92
2020 Q3	$223K	Hold	2,541	–	–	0.07%	118
2020 Q2	$249K	Buy	+2,541	New	+$224K	0.09%	101
2020 Q1	–	Sell	-2,469	Closed	-$219K	–	196
2019 Q4	$219K	Buy	+2,469	New	+$205K	0.08%	95
2019 Q3	–	Sell	-3,084	Closed	-$225K	–	193
2019 Q2	$225K	Buy	+3,084	New	+$242K	0.09%	92

Other funds holding ABBV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's ABBV Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its AbbVie (ABBV) stake by 0.85% in Q4 2022, buying an estimated $2.61K and bringing the position to 2,008 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #80.

Lehman & Derafelo Financial Resources first reported a position in ABBV in Q2 2019 and has held it in 13 quarters since. The position peaked at $598K in Q1 2022. 3,167 funds tracked by Wall St. Rank hold ABBV as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,008 shares of AbbVie worth $325K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 17 AbbVie shares in Q4 2022, an estimated $2.61K.
AbbVie made up 0.1% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #80 holding.
Lehman & Derafelo Financial Resources first reported a position in AbbVie in Q2 2019 and has held it in 13 quarters since.
Lehman & Derafelo Financial Resources's AbbVie position peaked at $598K in Q1 2022.
3,167 funds tracked by Wall St. Rank held AbbVie as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.