MIS
ABB

Morningstar Investment Services’s ABB Ltd ABB Stock Holding History

Morningstar Investment Services’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
2019
Q3 		– Sell
-321,671
Closed -$6.44M – 216
2019
Q2 		$6.44M Hold
321,671
– – 0.11% 132
2019
Q1 		$6.07M Buy
+321,671
New +$6.22M 0.1% 131
2016
Q2 		– Sell
-15,163
Closed -$294K – 234
2016
Q1 		$294K Buy
15,163
+1,156
+8% +$20.4K 0.01% 191
2015
Q4 		$248K Sell
14,007
-1,585
-10% -$29.2K 0.01% 193
2015
Q3 		$276K Buy
15,592
+2,280
+17% +$44.4K 0.01% 191
2015
Q2 		$278K Buy
13,312
+176
+1% +$3.86K 0.01% 193
2015
Q1 		$278K Buy
13,136
+2,952
+29% +$60.8K 0.01% 194
2014
Q4 		$215K Buy
+10,184
New +$220K 0.01% 209
2014
Q1 		– Sell
-64,335
Closed -$1.71M – 215
2013
Q4 		$1.71M Sell
64,335
-2,189
-3% -$54.5K 0.13% 126
2013
Q3 		$1.57M Buy
66,524
+4,611
+7% +$104K 0.14% 123
2013
Q2 		$1.34M Buy
+61,913
New +$1.37M 0.14% 113

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Morningstar Investment Services's ABB Position: Q3 2019 in Review

Morningstar Investment Services sold out of ABB Ltd (ABB) in Q3 2019, closing a stake of 321,671 shares — an estimated $6.44M sold.

Morningstar Investment Services first reported a position in ABB in Q2 2013 and held it in 11 quarters. The position peaked at $6.44M in Q2 2019. 317 funds tracked by Wall St. Rank hold ABB as of Q3 2019.

  • Morningstar Investment Services reported no remaining ABB Ltd position as of Q3 2019 after selling out during the quarter.
  • Morningstar Investment Services sold 321,671 ABB Ltd shares in Q3 2019, an estimated $6.44M.
  • Morningstar Investment Services first reported a position in ABB Ltd in Q2 2013 and held it in 11 quarters.
  • Morningstar Investment Services's ABB Ltd position peaked at $6.44M in Q2 2019.
  • 317 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2019.

Based on Morningstar Investment Services's 13F filing for Q3 2019, filed 12 Nov 2019.