SWM
ABBV icon

Sugarloaf Wealth Management’s AbbVie ABBV Stock Holding History

Sugarloaf Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$528K Sell
2,973
-2
-0.1% -$368 0.1% 90
2024
Q3 		$588K Buy
2,975
+8
+0.3% +$1.49K 0.11% 81
2024
Q2 		$509K Buy
2,967
+9
+0.3% +$1.49K 0.1% 80
2024
Q1 		$539K Sell
2,958
-72
-2% -$12.4K 0.11% 77
2023
Q4 		$470K Buy
3,030
+286
+10% +$41.7K 0.11% 84
2023
Q3 		$409K Sell
2,744
-582
-17% -$85.4K 0.1% 86
2023
Q2 		$448K Sell
3,326
-1,977
-37% -$290K 0.1% 84
2023
Q1 		$845K Sell
5,303
-1,563
-23% -$239K 0.21% 54
2022
Q4 		$1.11M Sell
6,866
-1,403
-17% -$215K 0.28% 43
2022
Q3 		$1.11M Buy
8,269
+277
+3% +$39.7K 0.28% 46
2022
Q2 		$1.22M Sell
7,992
-7
-0.1% -$1.07K 0.31% 43
2022
Q1 		$1.3M Buy
7,999
+57
+0.7% +$8.28K 0.31% 40
2021
Q4 		$1.07M Buy
7,942
+63
+0.8% +$7.44K 0.25% 43
2021
Q3 		$850K Buy
7,879
+634
+9% +$72.4K 0.22% 50
2021
Q2 		$816K Buy
7,245
+58
+0.8% +$6.53K 0.22% 50
2021
Q1 		$778 Buy
7,187
+595
+9% +$63.6K 0.23% 50
2020
Q4 		$736K Buy
6,592
+547
+9% +$52.6K 0.25% 52
2020
Q3 		$529K Buy
6,045
+278
+5% +$26.2K 0.19% 61
2020
Q2 		$566K Buy
5,767
+1,029
+22% +$90.6K 0.22% 57
2020
Q1 		$361K Buy
4,738
+266
+6% +$22.7K 0.16% 77
2019
Q4 		$396K Buy
+4,472
New +$371K 0.17% 89

Other funds holding ABBV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sugarloaf Wealth Management's ABBV Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its AbbVie (ABBV) stake by 0.07% in Q4 2024, selling an estimated $368 and leaving 2,973 shares worth $528K. The position accounts for 0.1% of the portfolio, ranked #90.

Sugarloaf Wealth Management first reported a position in ABBV in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.3M in Q1 2022. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Sugarloaf Wealth Management held 2,973 shares of AbbVie worth $528K as of Q4 2024.
  • Sugarloaf Wealth Management sold 2 AbbVie shares in Q4 2024, an estimated $368.
  • AbbVie made up 0.1% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #90 holding.
  • Sugarloaf Wealth Management first reported a position in AbbVie in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's AbbVie position peaked at $1.3M in Q1 2022.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.