SSG
ABB

Summit Securities Group’s ABB Ltd ABB Stock Holding History

Summit Securities Group’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-403
Closed -$16K – 1115
2023
Q2 		$16K Buy
+403
New +$14.4K ﹤0.01% 695
2023
Q1 		– Sell
-1,434
Closed -$44K – 1419
2022
Q4 		$44K Buy
+1,434
New +$41.7K ﹤0.01% 738
2015
Q3 		– Sell
-800
Closed -$17K – 548
2015
Q2 		$17K Buy
+800
New +$17.6K 0.01% 329

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Summit Securities Group's ABB Position: Q3 2023 in Review

Summit Securities Group sold out of ABB Ltd (ABB) in Q3 2023, closing a stake of 403 shares — an estimated $16K sold.

Summit Securities Group first reported a position in ABB in Q2 2015 and held it in 3 quarters. The position peaked at $44K in Q4 2022. 57 funds tracked by Wall St. Rank hold ABB as of Q3 2023.

  • Summit Securities Group reported no remaining ABB Ltd position as of Q3 2023 after selling out during the quarter.
  • Summit Securities Group sold 403 ABB Ltd shares in Q3 2023, an estimated $16K.
  • Summit Securities Group first reported a position in ABB Ltd in Q2 2015 and held it in 3 quarters.
  • Summit Securities Group's ABB Ltd position peaked at $44K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held ABB Ltd as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.