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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northeast Investment Management Boston, Massachusetts $2.42B AUM 22.77% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

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