Montis Financial’s Abbott ABT Stock Holding History

Montis Financial’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 Q1	–	Sell	-1,652	Closed	-$232K	–	66
2021 Q4	$232K	Buy	+1,652	New	+$211K	0.17%	77
2021 Q3	–	Sell	-3,495	Closed	-$405K	–	66
2021 Q2	$405K	Buy	3,495 +187	+6%	+$21.8K	0.34%	40
2021 Q1	$393K	Sell	3,308 -385	-10%	-$45.6K	0.37%	37
2020 Q4	$422K	Buy	+3,693	New	+$401K	0.42%	33

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

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

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

Montis Financial's ABT Position: Q1 2022 in Review

Montis Financial sold out of Abbott (ABT) in Q1 2022, closing a stake of 1,652 shares — an estimated $232K sold.

Montis Financial first reported a position in ABT in Q4 2020 and held it in 4 quarters. The position peaked at $422K in Q4 2020. 2,760 funds tracked by Wall St. Rank hold ABT as of Q1 2022.

Montis Financial reported no remaining Abbott position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 1,652 Abbott shares in Q1 2022, an estimated $232K.
Montis Financial first reported a position in Abbott in Q4 2020 and held it in 4 quarters.
Montis Financial's Abbott position peaked at $422K in Q4 2020.
2,760 funds tracked by Wall St. Rank held Abbott as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.