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Sugarloaf Wealth Management’s Abbott ABT Stock Holding History

Sugarloaf Wealth Management’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 		$183K Sell
1,616
-51
-3% -$5.89K 0.03% 176
2024
Q3 		$190K Buy
1,667
+51
+3% +$5.59K 0.04% 175
2024
Q2 		$168K Hold
1,616
– – 0.03% 170
2024
Q1 		$184K Hold
1,616
– – 0.04% 158
2023
Q4 		$178K Hold
1,616
– – 0.04% 155
2023
Q3 		$157K Hold
1,616
– – 0.04% 159
2023
Q2 		$176K Hold
1,616
– – 0.04% 151
2023
Q1 		$164K Hold
1,616
– – 0.04% 151
2022
Q4 		$177K Sell
1,616
-244
-13% -$25.3K 0.04% 137
2022
Q3 		$180K Buy
1,860
+100
+6% +$10.7K 0.05% 134
2022
Q2 		$191K Hold
1,760
– – 0.05% 125
2022
Q1 		$208K Hold
1,760
– – 0.05% 118
2021
Q4 		$248K Hold
1,760
– – 0.06% 113
2021
Q3 		$208K Sell
1,760
-42
-2% -$5.16K 0.05% 118
2021
Q2 		$209K Buy
1,802
+42
+2% +$4.9K 0.06% 120
2021
Q1 		$211 Hold
1,760
– – 0.06% 117
2020
Q4 		$193K Hold
1,760
– – 0.06% 120
2020
Q3 		$192K Hold
1,760
– – 0.07% 115
2020
Q2 		$161K Hold
1,760
– – 0.06% 123
2020
Q1 		$139K Sell
1,760
-191
-10% -$15.9K 0.06% 127
2019
Q4 		$169K Buy
+1,951
New +$163K 0.07% 126

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sugarloaf Wealth Management reduced its Abbott (ABT) stake by 3.1% in Q4 2024, selling an estimated $5.89K and leaving 1,616 shares worth $183K. The position accounts for 0.03% of the portfolio, ranked #176.

Sugarloaf Wealth Management first reported a position in ABT in Q4 2019 and has held it in 21 quarters since. The position peaked at $248K in Q4 2021. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • Sugarloaf Wealth Management held 1,616 shares of Abbott worth $183K as of Q4 2024.
  • Sugarloaf Wealth Management sold 51 Abbott shares in Q4 2024, an estimated $5.89K.
  • Abbott made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #176 holding.
  • Sugarloaf Wealth Management first reported a position in Abbott in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Abbott position peaked at $248K in Q4 2021.
  • 3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

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