SWM
ABMD

Sugarloaf Wealth Management’s Abiomed Inc ABMD Stock Holding History

Sugarloaf Wealth Management’s Portfolio ABMD Stock Details ABMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$25K – 888
2022
Q3 		$25K Hold
100
– – 0.01% 397
2022
Q2 		$25K Buy
+100
New +$27K 0.01% 386
2021
Q4 		– Sell
-100
Closed -$33K – 792
2021
Q3 		$33K Hold
100
– – 0.01% 339
2021
Q2 		$31K Hold
100
– – 0.01% 351
2021
Q1 		$32 Hold
100
– – 0.01% 338
2020
Q4 		$32K Sell
100
-100
-50% -$27.7K 0.01% 313
2020
Q3 		$55K Buy
200
+100
+100% +$28.8K 0.02% 227
2020
Q2 		$24K Sell
100
-150
-60% -$30.1K 0.01% 328
2020
Q1 		$36K Buy
250
+125
+100% +$20.8K 0.02% 256
2019
Q4 		$21K Buy
+125
New +$23.2K 0.01% 364

Other funds holding ABMD

TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Sugarloaf Wealth Management's ABMD Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Abiomed Inc (ABMD) in Q4 2022, closing a stake of 100 shares — an estimated $25K sold.

Sugarloaf Wealth Management first reported a position in ABMD in Q4 2019 and held it in 10 quarters. The position peaked at $55K in Q3 2020. 8 funds tracked by Wall St. Rank hold ABMD as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Abiomed Inc position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Abiomed Inc shares in Q4 2022, an estimated $25K.
  • Sugarloaf Wealth Management first reported a position in Abiomed Inc in Q4 2019 and held it in 10 quarters.
  • Sugarloaf Wealth Management's Abiomed Inc position peaked at $55K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held Abiomed Inc as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.