OAM
ABT icon

Optimal Asset Management’s Abbott ABT Stock Holding History

Optimal Asset Management’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
Q1 		– Sell
-6,648
Closed -$728K – 347
2020
Q4 		$728K Hold
6,648
– – 0.1% 288
2020
Q3 		$724K Sell
6,648
-3,452
-34% -$350K 0.1% 278
2020
Q2 		$923K Sell
10,100
-9,905
-50% -$895K 0.15% 225
2020
Q1 		$1.58K Buy
20,005
+12,857
+180% +$1.07M 0.15% 223
2019
Q4 		$621K Buy
+7,148
New +$599K 0.09% 295

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimal Asset Management's ABT Position: Q1 2021 in Review

Optimal Asset Management sold out of Abbott (ABT) in Q1 2021, closing a stake of 6,648 shares — an estimated $728K sold.

Optimal Asset Management first reported a position in ABT in Q4 2019 and held it in 5 quarters. The position peaked at $923K in Q2 2020. 2,524 funds tracked by Wall St. Rank hold ABT as of Q1 2021.

  • Optimal Asset Management reported no remaining Abbott position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 6,648 Abbott shares in Q1 2021, an estimated $728K.
  • Optimal Asset Management first reported a position in Abbott in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's Abbott position peaked at $923K in Q2 2020.
  • 2,524 funds tracked by Wall St. Rank held Abbott as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.