LeJeune Puetz Investment Counsel’s Abbott ABT Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$121K	Buy	1,192 +38	+3%	+$4.01K	0.04%	190
2022 Q4	$127K	Hold	1,154	–	–	0.05%	182
2022 Q3	$112K	Sell	1,154 -50	-4%	-$5.33K	0.05%	186
2022 Q2	$130K	Hold	1,204	–	–	0.05%	177
2022 Q1	$142K	Hold	1,204	–	–	0.05%	177
2021 Q4	$169K	Hold	1,204	–	–	0.06%	167
2021 Q3	$142K	Buy	+1,204	New	+$148K	0.05%	178
2020 Q1	–	Sell	-1,767	Closed	-$153K	–	166
2019 Q4	$153K	Hold	1,767	–	–	0.07%	154
2019 Q3	$148K	Sell	1,767 -300	-15%	-$25.5K	0.08%	151
2019 Q2	$174K	Hold	2,067	–	–	0.09%	145
2019 Q1	$165K	Hold	2,067	–	–	0.09%	142
2018 Q4	$150K	Buy	+2,067	New	+$145K	0.09%	144

Other funds holding ABT

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LeJeune Puetz Investment Counsel's ABT Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Abbott (ABT) stake by 3.3% in Q1 2023, buying an estimated $4.01K and bringing the position to 1,192 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #190.

LeJeune Puetz Investment Counsel first reported a position in ABT in Q4 2018 and has held it in 12 quarters since. The position peaked at $174K in Q2 2019. 2,705 funds tracked by Wall St. Rank hold ABT as of Q1 2023.

LeJeune Puetz Investment Counsel held 1,192 shares of Abbott worth $121K as of Q1 2023.
LeJeune Puetz Investment Counsel bought 38 Abbott shares in Q1 2023, an estimated $4.01K.
Abbott made up 0.04% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #190 holding.
LeJeune Puetz Investment Counsel first reported a position in Abbott in Q4 2018 and has held it in 12 quarters since.
LeJeune Puetz Investment Counsel's Abbott position peaked at $174K in Q2 2019.
2,705 funds tracked by Wall St. Rank held Abbott as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.