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Mosaic Family Wealth’s Abbott ABT Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$981K Buy
6,971
+794
+13% +$102K 0.26% 57
2021
Q3 		$730K Buy
6,177
+199
+3% +$24.4K 0.2% 77
2021
Q2 		$693K Sell
5,978
-31
-0.5% -$3.61K 0.2% 66
2021
Q1 		$720K Buy
6,009
+444
+8% +$52.6K 0.21% 66
2020
Q4 		$609K Buy
5,565
+1
+0% +$109 0.2% 72
2020
Q3 		$606K Sell
5,564
-89
-2% -$9.03K 0.23% 63
2020
Q2 		$517K Sell
5,653
-199
-3% -$18K 0.21% 66
2020
Q1 		$462K Buy
5,852
+264
+5% +$22K 0.23% 63
2019
Q4 		$485K Sell
5,588
-520
-9% -$43.6K 0.2% 81
2019
Q3 		$510K Buy
6,108
+201
+3% +$17.1K 0.21% 79
2019
Q2 		$497K Buy
5,907
+1
+0% +$79 0.21% 81
2019
Q1 		$472K Buy
5,906
+740
+14% +$55.1K 0.19% 78
2018
Q4 		$374K Buy
5,166
+1
+0% +$70 0.15% 90
2018
Q3 		$359K Buy
5,165
+301
+6% +$19.8K 0.15% 102
2018
Q2 		$297K Sell
4,864
-399
-8% -$24.2K 0.11% 125
2018
Q1 		$315K Buy
5,263
+157
+3% +$9.46K 0.12% 119
2017
Q4 		$291K Sell
5,106
-11,099
-68% -$615K 0.11% 135
2017
Q3 		$865K Buy
16,205
+3,261
+25% +$164K 0.34% 52
2017
Q2 		$629K Buy
12,944
+801
+7% +$36.3K 0.26% 71
2017
Q1 		$539K Buy
12,143
+401
+3% +$17.3K 0.23% 78
2016
Q4 		$450K Buy
11,742
+1,001
+9% +$39.7K 0.21% 94
2016
Q3 		$454K Sell
10,741
-1,900
-15% -$81.4K 0.21% 93
2016
Q2 		$497K Buy
12,641
+7,969
+171% +$317K 0.24% 76
2016
Q1 		$195K Sell
4,672
-799
-15% -$31.7K 0.09% 146
2015
Q4 		$245K Buy
+5,471
New +$242K 0.11% 129

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Mosaic Family Wealth's ABT Position: Q4 2021 in Review

Mosaic Family Wealth increased its Abbott (ABT) stake by 13% in Q4 2021, buying an estimated $102K and bringing the position to 6,971 shares worth $981K. The position accounts for 0.26% of the portfolio, ranked #57.

Mosaic Family Wealth first reported a position in ABT in Q4 2015 and has held it in 25 quarters since. 2,813 funds tracked by Wall St. Rank hold ABT as of Q4 2021.

  • Mosaic Family Wealth held 6,971 shares of Abbott worth $981K as of Q4 2021.
  • Mosaic Family Wealth bought 794 Abbott shares in Q4 2021, an estimated $102K.
  • Abbott made up 0.26% of Mosaic Family Wealth's portfolio in Q4 2021, its #57 holding.
  • Mosaic Family Wealth first reported a position in Abbott in Q4 2015 and has held it in 25 quarters since.
  • 2,813 funds tracked by Wall St. Rank held Abbott as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.