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MinichMacGregor Wealth Management’s Abbott ABT Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-1,206
Closed -$132K – 99
2022
Q4 		$132K Buy
+1,206
New +$125K 0.05% 100
2020
Q4 		– Sell
-2,458
Closed -$267K – 80
2020
Q3 		$267K Hold
2,458
– – 0.13% 51
2020
Q2 		$224K Buy
+2,458
New +$222K 0.12% 55
2019
Q4 		– Sell
-2,627
Closed -$219K – 55
2019
Q3 		$219K Buy
+2,627
New +$223K 0.15% 46
2019
Q1 		– Sell
-29,534
Closed -$1.58M – 49
2018
Q4 		$1.58M Buy
29,534
+27,217
+1,175% +$1.91M 1.08% 34
2018
Q3 		$171K Sell
2,317
-34
-1% -$2.23K 0.11% 48
2018
Q2 		$143K Sell
2,351
-62
-3% -$3.76K 0.1% 55
2018
Q1 		$144K Sell
2,413
-15
-0.6% -$904 0.11% 49
2017
Q4 		$138K Sell
2,428
-4
-0.2% -$222 0.11% 53
2017
Q3 		$129K Hold
2,432
– – 0.11% 52
2017
Q2 		$118K Sell
2,432
-44
-2% -$1.99K 0.1% 56
2017
Q1 		$109K Buy
2,476
+55
+2% +$2.38K 0.1% 58
2016
Q4 		$92K Buy
2,421
+16
+0.7% +$634 0.09% 69
2016
Q3 		$101K Buy
2,405
+265
+12% +$11.4K 0.09% 62
2016
Q2 		$84K Sell
2,140
-166
-7% -$6.61K 0.08% 75
2016
Q1 		$96K Buy
2,306
+4
+0.2% +$158 0.09% 67
2015
Q4 		$111K Buy
+2,302
New +$102K 0.1% 53

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MinichMacGregor Wealth Management's ABT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Abbott (ABT) in Q1 2023, closing a stake of 1,206 shares — an estimated $132K sold.

MinichMacGregor Wealth Management first reported a position in ABT in Q4 2015 and held it in 17 quarters. The position peaked at $1.58M in Q4 2018. 2,704 funds tracked by Wall St. Rank hold ABT as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Abbott position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,206 Abbott shares in Q1 2023, an estimated $132K.
  • MinichMacGregor Wealth Management first reported a position in Abbott in Q4 2015 and held it in 17 quarters.
  • MinichMacGregor Wealth Management's Abbott position peaked at $1.58M in Q4 2018.
  • 2,704 funds tracked by Wall St. Rank held Abbott as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.