Mason Investment Advisory Services’s Abbott ABT Stock Holding History

Mason Investment Advisory Services’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 Q2	–	Sell	-5,940	Closed	-$703K	–	87
2022 Q1	$703K	Hold	5,940	–	–	0.06%	58
2021 Q4	$836K	Sell	5,940 -1,240	-17%	-$159K	0.07%	56
2021 Q3	$848K	Hold	7,180	–	–	0.09%	52
2021 Q2	$832K	Hold	7,180	–	–	0.08%	53
2021 Q1	$860K	Hold	7,180	–	–	0.09%	54
2020 Q4	$786K	Hold	7,180	–	–	0.09%	50
2020 Q3	$781K	Hold	7,180	–	–	0.11%	46
2020 Q2	$656K	Hold	7,180	–	–	0.1%	53
2020 Q1	$567K	Hold	7,180	–	–	0.1%	56
2019 Q4	$624K	Hold	7,180	–	–	0.09%	65
2019 Q3	$601K	Sell	7,180 -1,813	-20%	-$154K	0.1%	63
2019 Q2	$756K	Hold	8,993	–	–	0.13%	54
2019 Q1	$719K	Buy	+8,993	New	+$669K	0.2%	54

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

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

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

Mason Investment Advisory Services's ABT Position: Q2 2022 in Review

Mason Investment Advisory Services sold out of Abbott (ABT) in Q2 2022, closing a stake of 5,940 shares — an estimated $703K sold.

Mason Investment Advisory Services first reported a position in ABT in Q1 2019 and held it in 13 quarters. The position peaked at $860K in Q1 2021. 2,696 funds tracked by Wall St. Rank hold ABT as of Q2 2022.

Mason Investment Advisory Services reported no remaining Abbott position as of Q2 2022 after selling out during the quarter.
Mason Investment Advisory Services sold 5,940 Abbott shares in Q2 2022, an estimated $703K.
Mason Investment Advisory Services first reported a position in Abbott in Q1 2019 and held it in 13 quarters.
Mason Investment Advisory Services's Abbott position peaked at $860K in Q1 2021.
2,696 funds tracked by Wall St. Rank held Abbott as of Q2 2022.

Based on Mason Investment Advisory Services's 13F filing for Q2 2022, filed 7 Aug 2024.