Sage Investment Advisers’s AbbVie ABBV Stock Holding History

Sage Investment Advisers’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$257K	Buy	+1,302	New	+$243K	0.27%	62
2024 Q2	–	Sell	-1,126	Closed	-$205K	–	69
2024 Q1	$205K	Sell	1,126 -459	-29%	-$79.1K	0.24%	64
2023 Q4	$246K	Sell	1,585 -278	-15%	-$40.5K	0.3%	55
2023 Q3	$278K	Buy	1,863 +106	+6%	+$15.6K	0.38%	48
2023 Q2	$237K	Sell	1,757 -478	-21%	-$70.1K	0.32%	52
2023 Q1	$356K	Buy	2,235 +107	+5%	+$16.4K	0.48%	44
2022 Q4	$344K	Buy	+2,128	New	+$326K	0.49%	45

Other funds holding ABBV

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sage Investment Advisers's ABBV Position: Q3 2024 in Review

Sage Investment Advisers opened a new position in AbbVie (ABBV) in Q3 2024: 1,302 shares worth $257K. The stake represents 0.27% of the portfolio and ranks #62 among its holdings. This is a return to the name: Sage Investment Advisers previously reported a position in ABBV as recently as Q1 2024.

Sage Investment Advisers first reported a position in ABBV in Q4 2022 and has held it in 7 quarters since. The position peaked at $356K in Q1 2023. 3,499 funds tracked by Wall St. Rank hold ABBV as of Q3 2024.

Sage Investment Advisers held 1,302 shares of AbbVie worth $257K as of Q3 2024.
AbbVie was a new Sage Investment Advisers position in Q3 2024.
AbbVie made up 0.27% of Sage Investment Advisers's portfolio in Q3 2024, its #62 holding.
Sage Investment Advisers first reported a position in AbbVie in Q4 2022 and has held it in 7 quarters since.
Sage Investment Advisers's AbbVie position peaked at $356K in Q1 2023.
3,499 funds tracked by Wall St. Rank held AbbVie as of Q3 2024.

Based on Sage Investment Advisers's 13F filing for Q3 2024, filed 4 Nov 2024.