PMFA
ABB

Plante Moran Financial Advisors’s ABB Ltd ABB Stock Holding History

Plante Moran Financial Advisors’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
-717
Closed -$24.6K – 918
2023
Q1 		$24.6K Hold
717
– – ﹤0.01% 409
2022
Q4 		$21.8K Hold
717
– – ﹤0.01% 442
2022
Q3 		$18K Sell
717
-196
-21% -$5.51K ﹤0.01% 491
2022
Q2 		$24K Buy
913
+196
+27% +$5.82K ﹤0.01% 435
2022
Q1 		$23K Hold
717
– – ﹤0.01% 475
2021
Q4 		$27K Hold
717
– – ﹤0.01% 491
2021
Q3 		$24K Buy
717
+251
+54% +$9.12K 0.01% 528
2021
Q2 		$16K Buy
+466
New +$15.6K ﹤0.01% 606
2019
Q1 		– Sell
-155
Closed -$3K – 980
2018
Q4 		$3K Buy
+155
New +$3.14K ﹤0.01% 681
2018
Q3 		– Sell
-2,200
Closed -$48K – 866
2018
Q2 		$48K Sell
2,200
-944
-30% -$21.9K 0.02% 335
2018
Q1 		$75K Hold
3,144
– – 0.04% 275
2017
Q4 		$84K Buy
3,144
+1,635
+108% +$42K 0.05% 255
2017
Q3 		$37K Hold
1,509
– – 0.02% 370
2017
Q2 		$38K Buy
1,509
+516
+52% +$12.7K 0.02% 369
2017
Q1 		$23K Buy
+993
New +$22.7K 0.01% 458
2013
Q4 		– Sell
-1,585
Closed -$37K – 725
2013
Q3 		$37K Buy
+1,585
New +$35.7K 0.02% 224

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 $2.42B AUM 22.77% 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 $398M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return