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ABBV icon

Surevest’s AbbVie ABBV Stock Holding History

Surevest’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
2022
Q3 		$4.02M Sell
29,961
-115
-0.4% -$16.5K 1.09% 24
2022
Q2 		$4.61M Buy
30,076
+660
+2% +$101K 1.21% 18
2022
Q1 		$4.77M Sell
29,416
-14,083
-32% -$2.05M 1.15% 20
2021
Q4 		$5.89M Sell
43,499
-463
-1% -$54.7K 1.4% 20
2021
Q3 		$4.74M Buy
43,962
+2,075
+5% +$237K 1.2% 34
2021
Q2 		$4.72M Sell
41,887
-367
-0.9% -$41.3K 1.23% 33
2021
Q1 		$4.57M Buy
42,254
+2,419
+6% +$259K 1.38% 26
2020
Q4 		$4.27M Buy
39,835
+1,241
+3% +$119K 1.42% 24
2020
Q3 		$3.38M Buy
38,594
+2,398
+7% +$226K 1.33% 39
2020
Q2 		$3.55M Buy
36,196
+2,380
+7% +$210K 1.57% 13
2020
Q1 		$2.58M Buy
33,816
+10,274
+44% +$875K 1.4% 22
2019
Q4 		$2.08M Buy
23,542
+5,829
+33% +$484K 0.89% 49
2019
Q3 		$1.34M Buy
17,713
+2,545
+17% +$174K 0.66% 68
2019
Q2 		$1.1M Buy
15,168
+6,633
+78% +$521K 0.57% 73
2019
Q1 		$688K Buy
8,535
+4,698
+122% +$384K 0.42% 73
2018
Q4 		$354K Buy
+3,837
New +$337K 0.28% 68

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Surevest's ABBV Position: Q3 2022 in Review

Surevest reduced its AbbVie (ABBV) stake by 0.38% in Q3 2022, selling an estimated $16.5K and leaving 29,961 shares worth $4.02M. The position accounts for 1.09% of the portfolio, ranked #24.

Surevest first reported a position in ABBV in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.89M in Q4 2021. 2,968 funds tracked by Wall St. Rank hold ABBV as of Q3 2022.

  • Surevest held 29,961 shares of AbbVie worth $4.02M as of Q3 2022.
  • Surevest sold 115 AbbVie shares in Q3 2022, an estimated $16.5K.
  • AbbVie made up 1.09% of Surevest's portfolio in Q3 2022, its #24 holding.
  • Surevest first reported a position in AbbVie in Q4 2018 and has held it in 16 quarters since.
  • Surevest's AbbVie position peaked at $5.89M in Q4 2021.
  • 2,968 funds tracked by Wall St. Rank held AbbVie as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.