PP
ABB

PDS Planning’s ABB Ltd ABB Stock Holding History

PDS Planning’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
-11,047
Closed -$379K – 354
2023
Q1 		$379K Buy
11,047
+3,844
+53% +$129K 0.05% 156
2022
Q4 		$219K Buy
+7,203
New +$210K 0.04% 189
2022
Q1 		– Sell
-5,292
Closed -$202K – 253
2021
Q4 		$202K Buy
+5,292
New +$186K 0.04% 196

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $56.4B AUM 24.96% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 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 $349M AUM 61.76% 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 $100B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

PDS Planning's ABB Position: Q2 2023 in Review

PDS Planning sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 11,047 shares — an estimated $379K sold.

PDS Planning first reported a position in ABB in Q4 2021 and held it in 3 quarters. The position peaked at $379K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • PDS Planning reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • PDS Planning sold 11,047 ABB Ltd shares in Q2 2023, an estimated $379K.
  • PDS Planning first reported a position in ABB Ltd in Q4 2021 and held it in 3 quarters.
  • PDS Planning's ABB Ltd position peaked at $379K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on PDS Planning's 13F filing for Q2 2023, filed 21 Jul 2023.