Longer Investments’s Abbott ABT Stock Holding History

Longer Investments’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
2019 Q1	$1.43M	Sell	17,840 -750	-4%	-$55.8K	1.69%	28
2018 Q4	$1.34M	Sell	18,590 -5,770	-24%	-$406K	1.57%	25
2018 Q3	$1.79M	Sell	24,360 -4,413	-15%	-$290K	1.72%	25
2018 Q2	$1.75M	Sell	28,773 -750	-3%	-$45.5K	1.7%	23
2018 Q1	$1.77M	Sell	29,523 -14,777	-33%	-$890K	1.94%	23
2017 Q4	$2.53M	Buy	44,300 +2,165	+5%	+$120K	2.11%	21
2017 Q3	$2.25M	Sell	42,135 -470	-1%	-$23.6K	2%	19
2017 Q2	$2.07M	Sell	42,605 -3,615	-8%	-$164K	1.81%	22
2017 Q1	$2.05M	Sell	46,220 -4,019	-8%	-$174K	1.97%	22
2016 Q4	$1.93M	Sell	50,239 -121	-0.2%	-$4.8K	1.76%	26
2016 Q3	$2.13M	Buy	50,360 +8,140	+19%	+$349K	1.85%	18
2016 Q2	$1.66M	Buy	+42,220	New	+$1.68M	1.83%	22
2016 Q1	–	Sell	-48,400	Closed	-$2.17M	–	44
2015 Q4	$2.17M	Buy	+48,400	New	+$2.14M	1.92%	17
2014 Q4	–	Sell	-30,050	Closed	-$1.25M	–	41
2014 Q3	$1.25M	Sell	30,050 -5,590	-16%	-$236K	1.01%	32
2014 Q2	$1.46M	Sell	35,640 -7,800	-18%	-$306K	1.1%	36
2014 Q1	$1.67M	Buy	+43,440	New	+$1.67M	1.33%	29

Other funds holding ABT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Longer Investments's ABT Position: Q1 2019 in Review

Longer Investments reduced its Abbott (ABT) stake by 4% in Q1 2019, selling an estimated $55.8K and leaving 17,840 shares worth $1.43M. The position accounts for 1.69% of the portfolio, ranked #28.

Longer Investments first reported a position in ABT in Q1 2014 and has held it in 16 quarters since. The position peaked at $2.53M in Q4 2017. 2,002 funds tracked by Wall St. Rank hold ABT as of Q1 2019.

Longer Investments held 17,840 shares of Abbott worth $1.43M as of Q1 2019.
Longer Investments sold 750 Abbott shares in Q1 2019, an estimated $55.8K.
Abbott made up 1.69% of Longer Investments's portfolio in Q1 2019, its #28 holding.
Longer Investments first reported a position in Abbott in Q1 2014 and has held it in 16 quarters since.
Longer Investments's Abbott position peaked at $2.53M in Q4 2017.
2,002 funds tracked by Wall St. Rank held Abbott as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.