Shepherd Kaplan Krochuk’s Abbott ABT Stock Holding History

Shepherd Kaplan Krochuk’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
2022 Q4	–	Sell	-4,800	Closed	-$464K	–	73
2022 Q3	$464K	Hold	4,800	–	–	0.23%	74
2022 Q2	$522K	Hold	4,800	–	–	0.23%	84
2022 Q1	$568K	Sell	4,800 -310	-6%	-$38.4K	0.22%	83
2021 Q4	$719K	Buy	5,110 +310	+6%	+$39.7K	0.26%	63
2021 Q3	$567K	Sell	4,800 -200	-4%	-$24.6K	0.21%	84
2021 Q2	$580K	Sell	5,000 -500	-9%	-$58.3K	0.21%	80
2021 Q1	$659K	Sell	5,500 -2,000	-27%	-$237K	0.25%	63
2020 Q4	$821K	Sell	7,500 -500	-6%	-$54.3K	0.3%	54
2020 Q3	$871K	Hold	8,000	–	–	0.36%	45
2020 Q2	$731K	Hold	8,000	–	–	0.33%	56
2020 Q1	$631K	Sell	8,000 -1,509	-16%	-$126K	1.02%	20
2019 Q4	$826K	Hold	9,509	–	–	0.62%	46
2019 Q3	$796K	Sell	9,509 -313	-3%	-$26.6K	0.58%	50
2019 Q2	$826K	Hold	9,822	–	–	0.58%	49
2019 Q1	$785K	Sell	9,822 -308	-3%	-$22.9K	0.49%	57
2018 Q4	$733K	Hold	10,130	–	–	0.5%	52
2018 Q3	$743K	Hold	10,130	–	–	0.38%	65
2018 Q2	$618K	Hold	10,130	–	–	0.38%	71
2018 Q1	$607K	Hold	10,130	–	–	0.37%	80
2017 Q4	$578K	Hold	10,130	–	–	0.36%	80
2017 Q3	$541K	Hold	10,130	–	–	0.45%	64
2017 Q2	$492K	Hold	10,130	–	–	0.29%	79
2017 Q1	$450K	Buy	+10,130	New	+$438K	0.23%	90

Other funds holding ABT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Shepherd Kaplan Krochuk's ABT Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Abbott (ABT) in Q4 2022, closing a stake of 4,800 shares — an estimated $464K sold.

Shepherd Kaplan Krochuk first reported a position in ABT in Q1 2017 and held it in 23 quarters. The position peaked at $871K in Q3 2020. 2,764 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining Abbott position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 4,800 Abbott shares in Q4 2022, an estimated $464K.
Shepherd Kaplan Krochuk first reported a position in Abbott in Q1 2017 and held it in 23 quarters.
Shepherd Kaplan Krochuk's Abbott position peaked at $871K in Q3 2020.
2,764 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.