McDonald Partners’s ABB Ltd ABB Stock Holding History

McDonald Partners’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,005	Closed	-$244K	–	240
2022 Q4	$244K	Hold	8,005	–	–	0.08%	200
2022 Q3	$205K	Sell	8,005 -6,700	-46%	-$188K	0.08%	204
2022 Q2	$393K	Sell	14,705 -775	-5%	-$23K	0.1%	203
2022 Q1	$501K	Sell	15,480 -1,391	-8%	-$48.5K	0.11%	198
2021 Q4	$644K	Sell	16,871 -8,809	-34%	-$309K	0.6%	46
2021 Q3	$857K	Sell	25,680 -4,600	-15%	-$167K	0.2%	137
2021 Q2	$1.03M	Sell	30,280 -7,900	-21%	-$264K	0.24%	117
2021 Q1	$1.16M	Sell	38,180 -12,850	-25%	-$386K	0.3%	99
2020 Q4	$1.43M	Buy	+51,030	New	+$1.36M	0.4%	76

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

McDonald Partners's ABB Position: Q1 2023 in Review

McDonald Partners sold out of ABB Ltd (ABB) in Q1 2023, closing a stake of 8,005 shares — an estimated $244K sold.

McDonald Partners first reported a position in ABB in Q4 2020 and held it in 9 quarters. The position peaked at $1.43M in Q4 2020. 469 funds tracked by Wall St. Rank hold ABB as of Q1 2023.

McDonald Partners reported no remaining ABB Ltd position as of Q1 2023 after selling out during the quarter.
McDonald Partners sold 8,005 ABB Ltd shares in Q1 2023, an estimated $244K.
McDonald Partners first reported a position in ABB Ltd in Q4 2020 and held it in 9 quarters.
McDonald Partners's ABB Ltd position peaked at $1.43M in Q4 2020.
469 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2023.

Based on McDonald Partners's 13F filing for Q1 2023, filed 19 Apr 2023.