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NewFocus Financial Group’s Abbott ABT Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$1.49M Buy
13,574
+1,433
+12% +$156K 0.44% 59
2020
Q3 		$1.32M Buy
12,141
+2,794
+30% +$283K 0.44% 56
2020
Q2 		$855K Buy
+9,347
New +$845K 0.31% 63

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewFocus Financial Group's ABT Position: Q4 2020 in Review

NewFocus Financial Group increased its Abbott (ABT) stake by 12% in Q4 2020, buying an estimated $156K and bringing the position to 13,574 shares worth $1.49M. The position accounts for 0.44% of the portfolio, ranked #59.

NewFocus Financial Group first reported a position in ABT in Q2 2020 and has held it in 3 quarters since. 2,490 funds tracked by Wall St. Rank hold ABT as of Q4 2020.

  • NewFocus Financial Group held 13,574 shares of Abbott worth $1.49M as of Q4 2020.
  • NewFocus Financial Group bought 1,433 Abbott shares in Q4 2020, an estimated $156K.
  • Abbott made up 0.44% of NewFocus Financial Group's portfolio in Q4 2020, its #59 holding.
  • NewFocus Financial Group first reported a position in Abbott in Q2 2020 and has held it in 3 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Abbott as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.