Lenox Wealth Advisors’s Abbott ABT Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$114K	Sell	922 -364	-28%	-$45.1K	0.01%	153
2021 Q4	$181K	Buy	1,286 +68	+6%	+$8.7K	0.02%	122
2021 Q3	$144K	Buy	1,218 +325	+36%	+$39.9K	0.02%	129
2021 Q2	$104K	Buy	893 +742	+491%	+$86.5K	0.01%	152
2021 Q1	$18K	Buy	151 +10	+7%	+$1.19K	﹤0.01%	324
2020 Q4	$15K	Buy	141 +69	+96%	+$7.5K	﹤0.01%	356
2020 Q3	$8K	Buy	72 +62	+620%	+$6.29K	﹤0.01%	394
2020 Q2	$1K	Sell	10 -40	-80%	-$3.62K	﹤0.01%	544
2020 Q1	$4K	Sell	50 -596	-92%	-$49.7K	﹤0.01%	440
2019 Q4	$56K	Buy	646 +65	+11%	+$5.44K	0.01%	166
2019 Q3	$49K	Sell	581 -1,785	-75%	-$152K	0.01%	158
2019 Q2	$199K	Buy	2,366 +2,306	+3,843%	+$182K	0.03%	72
2019 Q1	$5K	Hold	60	–	–	﹤0.01%	349
2018 Q4	$4K	Hold	60	–	–	﹤0.01%	294
2018 Q3	$4K	Sell	60 -685	-92%	-$45K	﹤0.01%	318
2018 Q2	$45K	Sell	745 -179	-19%	-$10.9K	0.01%	149
2018 Q1	$55K	Buy	924 +864	+1,440%	+$52.1K	0.01%	155
2017 Q4	$3K	Buy	60 +51	+567%	+$2.83K	﹤0.01%	273
2017 Q3	$0	Buy	+9	New	+$452	﹤0.01%	232
2016 Q4	–	Sell	-728	Closed	-$31K	–	108
2016 Q3	$31K	Hold	728	–	–	0.01%	106
2016 Q2	$29K	Sell	728 -76	-9%	-$3.02K	0.01%	113
2016 Q1	$34K	Sell	804 -437	-35%	-$17.3K	0.01%	107
2015 Q4	$56K	Buy	1,241 +76	+7%	+$3.36K	0.02%	79
2015 Q3	$47K	Buy	1,165 +665	+133%	+$31.4K	0.02%	88
2015 Q2	$25K	Hold	500	–	–	0.01%	93
2015 Q1	$23K	Sell	500 -250	-33%	-$11.5K	0.01%	115
2014 Q4	$34K	Hold	750	–	–	0.01%	96
2014 Q3	$31K	Hold	750	–	–	0.01%	104
2014 Q2	$31K	Hold	750	–	–	0.01%	85
2014 Q1	$29K	Sell	750 -54	-7%	-$2.08K	0.02%	78
2013 Q4	$31K	Buy	+804	New	+$29.6K	0.02%	84

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lenox Wealth Advisors's ABT Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Abbott (ABT) stake by 28% in Q1 2022, selling an estimated $45.1K and leaving 922 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #153.

Lenox Wealth Advisors first reported a position in ABT in Q4 2013 and has held it in 31 quarters since. The position peaked at $199K in Q2 2019. 2,761 funds tracked by Wall St. Rank hold ABT as of Q1 2022.

Lenox Wealth Advisors held 922 shares of Abbott worth $114K as of Q1 2022.
Lenox Wealth Advisors sold 364 Abbott shares in Q1 2022, an estimated $45.1K.
Abbott made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #153 holding.
Lenox Wealth Advisors first reported a position in Abbott in Q4 2013 and has held it in 31 quarters since.
Lenox Wealth Advisors's Abbott position peaked at $199K in Q2 2019.
2,761 funds tracked by Wall St. Rank held Abbott as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.