Punch & Associates Investment Management’s Abbott ABT Stock Holding History

Punch & Associates Investment Management’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 Q1	–	Sell	-1,911	Closed	-$210K	–	180
2023 Q4	$210K	Sell	1,911 -231	-11%	-$23.1K	0.01%	205
2023 Q3	$207K	Buy	2,142 +181	+9%	+$19K	0.01%	198
2023 Q2	$214K	Sell	1,961 -18	-0.9%	-$1.92K	0.01%	200
2023 Q1	$200K	Hold	1,979	–	–	0.01%	202
2022 Q4	$217K	Buy	+1,979	New	+$205K	0.01%	202
2022 Q3	–	Sell	-1,961	Closed	-$213K	–	222
2022 Q2	$213K	Sell	1,961 -29	-1%	-$3.29K	0.01%	207
2022 Q1	$236K	Buy	1,990 +29	+1%	+$3.6K	0.01%	206
2021 Q4	$276K	Hold	1,961	–	–	0.01%	207
2021 Q3	$232K	Sell	1,961 -12	-0.6%	-$1.47K	0.01%	210
2021 Q2	$229K	Hold	1,973	–	–	0.01%	214
2021 Q1	$236K	Hold	1,973	–	–	0.01%	216
2020 Q4	$216K	Hold	1,973	–	–	0.02%	211
2020 Q3	$215K	Buy	+1,973	New	+$200K	0.02%	216

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Punch & Associates Investment Management's ABT Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of Abbott (ABT) in Q1 2024, closing a stake of 1,911 shares — an estimated $210K sold.

Punch & Associates Investment Management first reported a position in ABT in Q3 2020 and held it in 13 quarters. The position peaked at $276K in Q4 2021. 2,905 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

Punch & Associates Investment Management reported no remaining Abbott position as of Q1 2024 after selling out during the quarter.
Punch & Associates Investment Management sold 1,911 Abbott shares in Q1 2024, an estimated $210K.
Punch & Associates Investment Management first reported a position in Abbott in Q3 2020 and held it in 13 quarters.
Punch & Associates Investment Management's Abbott position peaked at $276K in Q4 2021.
2,905 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.