SRH Advisors’s Abbott ABT Stock Holding History

SRH Advisors’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
2024 Q4	–	Sell	-329	Closed	-$37.5K	–	283
2024 Q3	$37.5K	Hold	329	–	–	0.01%	135
2024 Q2	$34.2K	Hold	329	–	–	0.01%	137
2024 Q1	$37.4K	Hold	329	–	–	0.01%	139
2023 Q4	$36.2K	Hold	329	–	–	0.01%	142
2023 Q3	$31.9K	Hold	329	–	–	0.02%	140
2023 Q2	$33.3K	Hold	329	–	–	0.02%	134
2023 Q1	$33K	Hold	329	–	–	0.02%	134
2022 Q4	$36K	Hold	329	–	–	0.02%	131
2022 Q3	$32K	Hold	329	–	–	0.04%	140
2022 Q2	$36K	Hold	329	–	–	0.04%	130
2022 Q1	$39K	Hold	329	–	–	0.04%	139
2021 Q4	$46K	Hold	329	–	–	0.05%	134
2021 Q3	$39K	Hold	329	–	–	0.05%	140
2021 Q2	$38K	Buy	+329	New	+$38.4K	0.05%	140
2020 Q4	–	Sell	-10	Closed	-$1K	–	296
2020 Q3	$1K	Buy	+10	New	+$1.01K	﹤0.01%	281

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

SRH Advisors's ABT Position: Q4 2024 in Review

SRH Advisors sold out of Abbott (ABT) in Q4 2024, closing a stake of 329 shares — an estimated $37.5K sold.

SRH Advisors first reported a position in ABT in Q3 2020 and held it in 15 quarters. The position peaked at $46K in Q4 2021. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

SRH Advisors reported no remaining Abbott position as of Q4 2024 after selling out during the quarter.
SRH Advisors sold 329 Abbott shares in Q4 2024, an estimated $37.5K.
SRH Advisors first reported a position in Abbott in Q3 2020 and held it in 15 quarters.
SRH Advisors's Abbott position peaked at $46K in Q4 2021.
3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on SRH Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.