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Sonora Investment Management’s Abbott ABT Stock Holding History

Sonora 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
2021
Q3 		$821K Buy
6,946
+359
+5% +$44.1K 0.1% 110
2021
Q2 		$764K Buy
6,587
+216
+3% +$25.2K 0.1% 109
2021
Q1 		$763K Sell
6,371
-1,313
-17% -$156K 0.06% 190
2020
Q4 		$841K Buy
7,684
+28
+0.4% +$3.04K 0.07% 181
2020
Q3 		$833K Buy
7,656
+3,366
+78% +$341K 0.08% 173
2020
Q2 		$392K Buy
4,290
+213
+5% +$19.3K 0.04% 196
2020
Q1 		$322K Buy
4,077
+77
+2% +$6.42K 0.04% 196
2019
Q4 		$347K Buy
+4,000
New +$335K 0.03% 212
2019
Q3 		– Sell
-4,038
Closed -$340K – 1661
2019
Q2 		$340K Buy
4,038
+464
+13% +$36.5K 0.04% 206
2019
Q1 		$286K Sell
3,574
-357
-9% -$26.6K 0.04% 208
2018
Q4 		$284K Buy
3,931
+1,008
+34% +$70.8K 0.04% 194
2018
Q3 		$214K Sell
2,923
-340
-10% -$22.3K 0.03% 206
2018
Q2 		$199K Buy
3,263
+55
+2% +$3.33K 0.03% 207
2018
Q1 		$192K Buy
3,208
+375
+13% +$22.6K 0.03% 204
2017
Q4 		$162K Buy
+2,833
New +$157K 0.03% 212
2017
Q3 		– Sell
-2,630
Closed -$128K – 1153
2017
Q2 		$128K Buy
2,630
+2
+0.1% +$91 0.02% 223
2017
Q1 		$117K Buy
2,628
+402
+18% +$17.4K 0.02% 225
2016
Q4 		$85.5K Buy
2,226
+2
+0.1% +$79 0.02% 236
2016
Q3 		$94.1K Buy
2,224
+1,602
+258% +$68.6K 0.02% 227
2016
Q2 		$24.5K Sell
622
-26
-4% -$1.03K 0.01% 402
2016
Q1 		$28.5K Sell
648
-97
-13% -$3.84K 0.01% 374
2015
Q4 		$33K Sell
745
-224
-23% -$9.89K 0.01% 290
2015
Q3 		$42K Buy
+969
New +$45.7K 0.01% 232

Other funds holding ABT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management's ABT Position: Q3 2021 in Review

Sonora Investment Management increased its Abbott (ABT) stake by 5.5% in Q3 2021, buying an estimated $44.1K and bringing the position to 6,946 shares worth $821K. The position accounts for 0.1% of the portfolio, ranked #110.

Sonora Investment Management first reported a position in ABT in Q3 2015 and has held it in 23 quarters since. The position peaked at $841K in Q4 2020. 2,530 funds tracked by Wall St. Rank hold ABT as of Q3 2021.

  • Sonora Investment Management held 6,946 shares of Abbott worth $821K as of Q3 2021.
  • Sonora Investment Management bought 359 Abbott shares in Q3 2021, an estimated $44.1K.
  • Abbott made up 0.1% of Sonora Investment Management's portfolio in Q3 2021, its #110 holding.
  • Sonora Investment Management first reported a position in Abbott in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's Abbott position peaked at $841K in Q4 2020.
  • 2,530 funds tracked by Wall St. Rank held Abbott as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.