Squar Milner Financial Services’s Abbott ABT Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-16,086	Closed	-$1.47M	–	4
2020 Q2	$1.47M	Buy	16,086 +2,753	+21%	+$249K	0.84%	21
2020 Q1	$1.05M	Buy	13,333 +4,477	+51%	+$374K	0.63%	20
2019 Q4	$769K	Sell	8,856 -8,023	-48%	-$672K	0.38%	48
2019 Q3	$1.84M	Buy	16,879 +10,740	+175%	+$913K	0.94%	20
2019 Q2	$516K	Sell	6,139 -1,351	-18%	-$106K	0.35%	61
2019 Q1	$598K	Hold	7,490	–	–	0.44%	43
2018 Q4	$542K	Buy	7,490 +960	+15%	+$67.5K	0.52%	39
2018 Q3	$479K	Sell	6,530 -1,144	-15%	-$75.1K	0.43%	54
2018 Q2	$468K	Buy	7,674 +140	+2%	+$8.49K	0.41%	55
2018 Q1	$451K	Buy	7,534 +11	+0.1%	+$663	0.57%	51
2017 Q4	$476K	Buy	+7,523	New	+$417K	0.58%	49

Other funds holding ABT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Squar Milner Financial Services's ABT Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Abbott (ABT) in Q3 2020, closing a stake of 16,086 shares — an estimated $1.47M sold.

Squar Milner Financial Services first reported a position in ABT in Q4 2017 and held it in 11 quarters. The position peaked at $1.84M in Q3 2019. 2,307 funds tracked by Wall St. Rank hold ABT as of Q3 2020.

Squar Milner Financial Services reported no remaining Abbott position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 16,086 Abbott shares in Q3 2020, an estimated $1.47M.
Squar Milner Financial Services first reported a position in Abbott in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Abbott position peaked at $1.84M in Q3 2019.
2,307 funds tracked by Wall St. Rank held Abbott as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.