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Lighthouse Financial Advisors’s Abbott ABT Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.83M Sell
23,659
-3,884
-14% -$460K 0.86% 32
2020
Q4 		$3.02M Buy
27,543
+48
+0.2% +$5.22K 1.02% 24
2020
Q3 		$2.99M Sell
27,495
-70
-0.3% -$7.1K 1.14% 21
2020
Q2 		$2.5M Buy
27,565
+408
+2% +$36.9K 1.06% 22
2020
Q1 		$2.13M Buy
27,157
+3,528
+15% +$294K 1.3% 15
2019
Q4 		$2.05M Buy
+23,629
New +$1.98M 0.97% 27

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lighthouse Financial Advisors's ABT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Abbott (ABT) stake by 14% in Q1 2021, selling an estimated $460K and leaving 23,659 shares worth $2.83M. The position accounts for 0.86% of the portfolio, ranked #32.

Lighthouse Financial Advisors first reported a position in ABT in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.02M in Q4 2020. 2,524 funds tracked by Wall St. Rank hold ABT as of Q1 2021.

  • Lighthouse Financial Advisors held 23,659 shares of Abbott worth $2.83M as of Q1 2021.
  • Lighthouse Financial Advisors sold 3,884 Abbott shares in Q1 2021, an estimated $460K.
  • Abbott made up 0.86% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #32 holding.
  • Lighthouse Financial Advisors first reported a position in Abbott in Q4 2019 and has held it in 6 quarters since.
  • Lighthouse Financial Advisors's Abbott position peaked at $3.02M in Q4 2020.
  • 2,524 funds tracked by Wall St. Rank held Abbott as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.