SIA
ABB

Schechter Investment Advisors’s ABB Ltd ABB Stock Holding History

Schechter Investment 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
-29,392
Closed -$1.01M – 759
2023
Q1 		$1.01M Buy
29,392
+160
+0.5% +$5.36K 0.09% 252
2022
Q4 		$890K Sell
29,232
-2,697
-8% -$78.5K 0.08% 326
2022
Q3 		$819K Sell
31,929
-499
-2% -$14K 0.08% 348
2022
Q2 		$866K Sell
32,428
-517
-2% -$15.4K 0.08% 337
2022
Q1 		$1.06M Buy
32,945
+4,324
+15% +$151K 0.1% 285
2021
Q4 		$1.09M Buy
+28,621
New +$1M 0.1% 272

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

Schechter Investment Advisors's ABB Position: Q2 2023 in Review

Schechter Investment Advisors sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 29,392 shares — an estimated $1.01M sold.

Schechter Investment Advisors first reported a position in ABB in Q4 2021 and held it in 6 quarters. The position peaked at $1.09M in Q4 2021. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Schechter Investment Advisors reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 29,392 ABB Ltd shares in Q2 2023, an estimated $1.01M.
  • Schechter Investment Advisors first reported a position in ABB Ltd in Q4 2021 and held it in 6 quarters.
  • Schechter Investment Advisors's ABB Ltd position peaked at $1.09M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.