MPPW
ABB

Mitchell & Pahl Private Wealth’s ABB Ltd ABB Stock Holding History

Mitchell & Pahl Private Wealth’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
Q2 		– Sell
-30,694
Closed -$1.05M – 155
2023
Q1 		$1.05M Sell
30,694
-230
-0.7% -$7.71K 0.66% 54
2022
Q4 		$942K Buy
30,924
+803
+3% +$23.4K 0.62% 58
2022
Q3 		$773K Buy
30,121
+367
+1% +$10.3K 0.57% 65
2022
Q2 		$795K Buy
29,754
+642
+2% +$19.1K 0.55% 67
2022
Q1 		$941K Buy
29,112
+1,660
+6% +$57.9K 0.6% 61
2021
Q4 		$1.05M Buy
27,452
+547
+2% +$19.2K 0.67% 50
2021
Q3 		$898K Buy
26,905
+249
+0.9% +$9.04K 0.65% 54
2021
Q2 		$906K Buy
26,656
+531
+2% +$17.7K 0.65% 55
2021
Q1 		$796K Buy
26,125
+129
+0.5% +$3.87K 0.62% 56
2020
Q4 		$727K Buy
+25,996
New +$693K 0.61% 55

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
GCAC
Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return
CCM
Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Mitchell & Pahl Private Wealth's ABB Position: Q2 2023 in Review

Mitchell & Pahl Private Wealth sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 30,694 shares — an estimated $1.05M sold.

Mitchell & Pahl Private Wealth first reported a position in ABB in Q4 2020 and held it in 10 quarters. The position peaked at $1.05M in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Mitchell & Pahl Private Wealth reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 30,694 ABB Ltd shares in Q2 2023, an estimated $1.05M.
  • Mitchell & Pahl Private Wealth first reported a position in ABB Ltd in Q4 2020 and held it in 10 quarters.
  • Mitchell & Pahl Private Wealth's ABB Ltd position peaked at $1.05M in Q1 2023.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.