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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
2020
Q4 		– Sell
-10,000
Closed -$876K – 229
2020
Q3 		$876K Hold
10,000
– – 0.28% 58
2020
Q2 		$982K Buy
+10,000
New +$880K 0.34% 58

Other funds holding ABBV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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.