Peterson Financial Group’s Abbott ABT Stock Holding History

Peterson 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
2024 Q3	$31.5K	Buy	+276	New	+$30.3K	0.12%	121
2023 Q1	–	Sell	-14,548	Closed	-$1.6M	–	20
2022 Q4	$1.6M	Sell	14,548 -7,623	-34%	-$789K	2.11%	11
2022 Q3	$2.15M	Buy	22,171 +894	+4%	+$95.3K	2.09%	11
2022 Q2	$2.31M	Buy	21,277 +1,565	+8%	+$178K	2.18%	8
2022 Q1	$2.33M	Buy	19,712 +1,233	+7%	+$153K	1.93%	11
2021 Q4	$2.6M	Buy	+18,479	New	+$2.37M	2.12%	11

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Peterson Financial Group's ABT Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Abbott (ABT) in Q3 2024: 276 shares worth $31.5K. The stake represents 0.12% of the portfolio and ranks #121 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in ABT as recently as Q4 2022.

Peterson Financial Group first reported a position in ABT in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.6M in Q4 2021. 2,897 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

Peterson Financial Group held 276 shares of Abbott worth $31.5K as of Q3 2024.
Abbott was a new Peterson Financial Group position in Q3 2024.
Abbott made up 0.12% of Peterson Financial Group's portfolio in Q3 2024, its #121 holding.
Peterson Financial Group first reported a position in Abbott in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Abbott position peaked at $2.6M in Q4 2021.
2,897 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.