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Summit Financial Group’s Abbott ABT Stock Holding History

Summit 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
2024
Q1 		$639K Hold
5,623
– – 0.23% 110
2023
Q4 		$619K Buy
5,623
+257
+5% +$25.7K 0.24% 108
2023
Q3 		$520K Sell
5,366
-640
-11% -$67.2K 0.22% 110
2023
Q2 		$655K Sell
6,006
-75
-1% -$8K 0.25% 104
2023
Q1 		$616K Sell
6,081
-130
-2% -$13.7K 0.23% 110
2022
Q4 		$682K Sell
6,211
-182
-3% -$18.8K 0.27% 105
2022
Q3 		$618K Buy
6,393
+303
+5% +$32.3K 0.26% 103
2022
Q2 		$662K Hold
6,090
– – 0.26% 102
2022
Q1 		$721K Sell
6,090
-30
-0.5% -$3.72K 0.24% 102
2021
Q4 		$862K Sell
6,120
-218
-3% -$27.9K 0.28% 91
2021
Q3 		$749K Sell
6,338
-740
-10% -$90.9K 0.27% 95
2021
Q2 		$821K Buy
7,078
+320
+5% +$37.3K 0.31% 86
2021
Q1 		$810K Sell
6,758
-1,025
-13% -$121K 0.34% 78
2020
Q4 		$852K Sell
7,783
-225
-3% -$24.5K 0.37% 70
2020
Q3 		$871K Sell
8,008
-100
-1% -$10.1K 0.43% 65
2020
Q2 		$742K Hold
8,108
– – 0.39% 68
2020
Q1 		$640K Buy
8,108
+220
+3% +$18.4K 0.38% 65
2019
Q4 		$685K Hold
7,888
– – 0.33% 73
2019
Q3 		$660K Buy
7,888
+288
+4% +$24.5K 0.34% 77
2019
Q2 		$639K Sell
7,600
-45
-0.6% -$3.54K 0.29% 84
2019
Q1 		$611K Sell
7,645
-55
-0.7% -$4.09K 0.48% 61
2018
Q4 		$557K Hold
7,700
– – 0.47% 62
2018
Q3 		$565K Sell
7,700
-98
-1% -$6.43K 0.42% 67
2018
Q2 		$475K Buy
7,798
+300
+4% +$18.2K 0.37% 73
2018
Q1 		$449K Sell
7,498
-200
-3% -$12.1K 0.35% 79
2017
Q4 		$439K Hold
7,698
– – 0.36% 75
2017
Q3 		$411K Sell
7,698
-550
-7% -$27.6K 0.34% 74
2017
Q2 		$401K Buy
+8,248
New +$373K 0.35% 73

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

Summit Financial Group's ABT Position: Q1 2024 in Review

Summit Financial Group held its Abbott (ABT) position steady in Q1 2024 at 5,623 shares worth $639K. The position accounts for 0.23% of the portfolio, ranked #110.

Summit Financial Group first reported a position in ABT in Q2 2017 and has held it in 28 quarters since. The position peaked at $871K in Q3 2020. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • Summit Financial Group held 5,623 shares of Abbott worth $639K as of Q1 2024.
  • Summit Financial Group left its Abbott share count unchanged in Q1 2024.
  • Abbott made up 0.23% of Summit Financial Group's portfolio in Q1 2024, its #110 holding.
  • Summit Financial Group first reported a position in Abbott in Q2 2017 and has held it in 28 quarters since.
  • Summit Financial Group's Abbott position peaked at $871K in Q3 2020.
  • 2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.