OPS
ABB

Orion Portfolio Solutions’s ABB Ltd ABB Stock Holding History

Orion Portfolio Solutions’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
-96,339
Closed -$3.3M – 1697
2023
Q1 		$3.3M Buy
+96,339
New +$3.23M 0.04% 392
2020
Q2 		– Sell
-178
Closed -$3K – 2528
2020
Q1 		$3K Buy
178
+109
+158% +$2.38K ﹤0.01% 1518
2019
Q4 		$2K Buy
+69
New +$1.48K ﹤0.01% 1577

Other funds holding ABB

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

Orion Portfolio Solutions's ABB Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 96,339 shares — an estimated $3.3M sold.

Orion Portfolio Solutions first reported a position in ABB in Q4 2019 and held it in 3 quarters. The position peaked at $3.3M in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Orion Portfolio Solutions reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 96,339 ABB Ltd shares in Q2 2023, an estimated $3.3M.
  • Orion Portfolio Solutions first reported a position in ABB Ltd in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's ABB Ltd position peaked at $3.3M in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.