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Pathstone Family Office’s ABM Industries ABM Stock Holding History

Pathstone Family Office’s Portfolio ABM Stock Details ABM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,014
Closed -$267K – 1200
2022
Q4 		$267K Buy
6,014
+669
+13% +$29.4K ﹤0.01% 1286
2022
Q3 		$205K Buy
+5,345
New +$234K ﹤0.01% 1343
2020
Q4 		– Sell
-12,500
Closed -$459K – 1138
2020
Q3 		$459K Buy
+12,500
New +$458K 0.05% 119

Other funds holding ABM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Pathstone Family Office's ABM Position: Q1 2023 in Review

Pathstone Family Office sold out of ABM Industries (ABM) in Q1 2023, closing a stake of 6,014 shares — an estimated $267K sold.

Pathstone Family Office first reported a position in ABM in Q3 2020 and held it in 3 quarters. The position peaked at $459K in Q3 2020. 247 funds tracked by Wall St. Rank hold ABM as of Q1 2023.

  • Pathstone Family Office reported no remaining ABM Industries position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 6,014 ABM Industries shares in Q1 2023, an estimated $267K.
  • Pathstone Family Office first reported a position in ABM Industries in Q3 2020 and held it in 3 quarters.
  • Pathstone Family Office's ABM Industries position peaked at $459K in Q3 2020.
  • 247 funds tracked by Wall St. Rank held ABM Industries as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.