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Shulman DeMeo Asset Management’s AbbVie ABBV Stock Holding History

Shulman DeMeo Asset Management’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
Q4 		– Sell
-663
Closed -$405K – 119
2024
Q3 		$405K Buy
+663
New +$124K 0.1% 83
2019
Q1 		– Sell
-14,278
Closed -$1.32M – 130
2018
Q4 		$1.32M Buy
+14,278
New +$1.26M 0.73% 15

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Shulman DeMeo Asset Management's ABBV Position: Q4 2024 in Review

Shulman DeMeo Asset Management sold out of AbbVie (ABBV) in Q4 2024, closing a stake of 663 shares — an estimated $405K sold.

Shulman DeMeo Asset Management first reported a position in ABBV in Q4 2018 and held it in 2 quarters. The position peaked at $1.32M in Q4 2018. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Shulman DeMeo Asset Management reported no remaining AbbVie position as of Q4 2024 after selling out during the quarter.
  • Shulman DeMeo Asset Management sold 663 AbbVie shares in Q4 2024, an estimated $405K.
  • Shulman DeMeo Asset Management first reported a position in AbbVie in Q4 2018 and held it in 2 quarters.
  • Shulman DeMeo Asset Management's AbbVie position peaked at $1.32M in Q4 2018.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.