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Steward Financial Group’s Abbott ABT Stock Holding History

Steward Financial Group’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
2023
Q3 		– Sell
-544
Closed -$59K – 1312
2023
Q2 		$59K Buy
544
+325
+148% +$34.6K 0.02% 128
2023
Q1 		$22K Buy
219
+125
+133% +$13.2K 0.01% 127
2022
Q4 		$10K Buy
+94
New +$9.73K 0.01% 144
2022
Q3 		– Sell
-206
Closed -$22K – 60
2022
Q2 		$22K Buy
206
+168
+442% +$19.1K 0.02% 163
2022
Q1 		$4K Sell
38
-1
-3% -$124 ﹤0.01% 245
2021
Q4 		$5K Buy
+39
New +$4.99K ﹤0.01% 177

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's ABT Position: Q3 2023 in Review

Steward Financial Group sold out of Abbott (ABT) in Q3 2023, closing a stake of 544 shares — an estimated $59K sold.

Steward Financial Group first reported a position in ABT in Q4 2021 and held it in 6 quarters. The position peaked at $59K in Q2 2023. 2,681 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

  • Steward Financial Group reported no remaining Abbott position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 544 Abbott shares in Q3 2023, an estimated $59K.
  • Steward Financial Group first reported a position in Abbott in Q4 2021 and held it in 6 quarters.
  • Steward Financial Group's Abbott position peaked at $59K in Q2 2023.
  • 2,681 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.