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Stewardship Financial Advisors’s Abbott ABT Stock Holding History

Stewardship Financial 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
2021
Q1 		$1.51M Sell
12,625
-1,935
-13% -$229K 0.53% 27
2020
Q4 		$1.59M Sell
14,560
-20
-0.1% -$2.17K 0.58% 25
2020
Q3 		$1.59M Sell
14,580
-58
-0.4% -$5.88K 0.66% 24
2020
Q2 		$1.34M Hold
14,638
– – 0.59% 24
2020
Q1 		$1.16M Sell
14,638
-44
-0.3% -$3.67K 0.59% 27
2019
Q4 		$1.27M Hold
14,682
– – 0.47% 27
2019
Q3 		$1.23M Hold
14,682
– – 0.52% 27
2019
Q2 		$1.24M Sell
14,682
-81
-0.5% -$6.38K 0.53% 26
2019
Q1 		$1.18M Sell
14,763
-136
-0.9% -$10.1K 0.54% 26
2018
Q4 		$1.08M Hold
14,899
– – 0.55% 27
2018
Q3 		$1.09M Buy
14,899
+293
+2% +$19.2K 0.51% 27
2018
Q2 		$891K Sell
14,606
-228
-2% -$13.8K 0.44% 30
2018
Q1 		$889K Sell
14,834
-1,853
-11% -$112K 0.44% 29
2017
Q4 		$952K Buy
16,687
+182
+1% +$10.1K 0.49% 29
2017
Q3 		$881K Sell
16,505
-2,069
-11% -$104K 0.51% 29
2017
Q2 		$903K Buy
18,574
+75
+0.4% +$3.4K 0.55% 28
2017
Q1 		$822K Sell
18,499
-387
-2% -$16.7K 0.51% 30
2016
Q4 		$725K Sell
18,886
-735
-4% -$29.1K 0.46% 33
2016
Q3 		$830K Buy
19,621
+340
+2% +$14.6K 0.53% 31
2016
Q2 		$758K Buy
19,281
+10,247
+113% +$408K 0.52% 30
2016
Q1 		$378K Sell
9,034
-4,838
-35% -$192K 0.3% 38
2015
Q4 		$623K Buy
+13,872
New +$612K 0.5% 47

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stewardship Financial Advisors's ABT Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its Abbott (ABT) stake by 13% in Q1 2021, selling an estimated $229K and leaving 12,625 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #27.

Stewardship Financial Advisors first reported a position in ABT in Q4 2015 and has held it in 22 quarters since. The position peaked at $1.59M in Q4 2020. 2,524 funds tracked by Wall St. Rank hold ABT as of Q1 2021.

  • Stewardship Financial Advisors held 12,625 shares of Abbott worth $1.51M as of Q1 2021.
  • Stewardship Financial Advisors sold 1,935 Abbott shares in Q1 2021, an estimated $229K.
  • Abbott made up 0.53% of Stewardship Financial Advisors's portfolio in Q1 2021, its #27 holding.
  • Stewardship Financial Advisors first reported a position in Abbott in Q4 2015 and has held it in 22 quarters since.
  • Stewardship Financial Advisors's Abbott position peaked at $1.59M in Q4 2020.
  • 2,524 funds tracked by Wall St. Rank held Abbott as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.