Mount Yale Investment Advisors’s ABB Ltd ABB Stock Holding History

Mount Yale Investment Advisors’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	-21,090	Closed	-$723K	–	523
2023 Q1	$723K	Buy	21,090 +7,477	+55%	+$251K	0.08%	244
2022 Q4	$415K	Buy	13,613 +1,443	+12%	+$42K	0.05%	302
2022 Q3	$312K	Buy	12,170 +2,716	+29%	+$76.3K	0.04%	334
2022 Q2	$253K	Buy	+9,454	New	+$281K	0.03%	395
2018 Q4	–	Sell	-6,220	Closed	-$128K	–	838
2018 Q3	$128K	Sell	6,220 -446	-7%	-$10.2K	0.02%	368
2018 Q2	$145K	Buy	6,666 +640	+11%	+$14.9K	0.03%	359
2018 Q1	$143K	Buy	+6,026	New	+$155K	0.03%	350

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Mount Yale Investment Advisors's ABB Position: Q2 2023 in Review

Mount Yale Investment Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 21,090 shares — an estimated $723K sold.

Mount Yale Investment Advisors first reported a position in ABB in Q1 2018 and held it in 7 quarters. The position peaked at $723K in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Mount Yale Investment Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 21,090 ABB Ltd shares in Q2 2023, an estimated $723K.
Mount Yale Investment Advisors first reported a position in ABB Ltd in Q1 2018 and held it in 7 quarters.
Mount Yale Investment Advisors's ABB Ltd position peaked at $723K in Q1 2023.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.