ML&R Wealth Management’s Abbott ABT Stock Holding History

ML&R 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
2024 Q1	$247K	Buy	2,170 +87	+4%	+$9.97K	0.06%	64
2023 Q4	$229K	Sell	2,083 -26	-1%	-$2.6K	0.05%	68
2023 Q3	$204K	Sell	2,109 -31,566	-94%	-$3.32M	0.05%	64
2023 Q2	$3.67M	Buy	33,675 +31,570	+1,500%	+$3.37M	0.81%	15
2023 Q1	$213K	Buy	+2,105	New	+$222K	0.06%	65

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

ML&R Wealth Management's ABT Position: Q1 2024 in Review

ML&R Wealth Management increased its Abbott (ABT) stake by 4.2% in Q1 2024, buying an estimated $9.97K and bringing the position to 2,170 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #64.

ML&R Wealth Management first reported a position in ABT in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.67M in Q2 2023. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

ML&R Wealth Management held 2,170 shares of Abbott worth $247K as of Q1 2024.
ML&R Wealth Management bought 87 Abbott shares in Q1 2024, an estimated $9.97K.
Abbott made up 0.06% of ML&R Wealth Management's portfolio in Q1 2024, its #64 holding.
ML&R Wealth Management first reported a position in Abbott in Q1 2023 and has held it in 5 quarters since.
ML&R Wealth Management's Abbott position peaked at $3.67M in Q2 2023.
2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.