Surevest’s Adobe ADBE Stock Holding History

Surevest’s Portfolio ADBE Stock Details ADBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$26K	Sell	94 -6	-6%	-$2.27K	0.01%	221
2022 Q2	$37K	Hold	100	–	–	0.01%	219
2022 Q1	$46K	Hold	100	–	–	0.01%	187
2021 Q4	$57K	Buy	+100	New	+$62.5K	0.01%	179

Other funds holding ADBE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's ADBE Position: Q3 2022 in Review

Surevest reduced its Adobe (ADBE) stake by 6% in Q3 2022, selling an estimated $2.27K and leaving 94 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #221.

Surevest first reported a position in ADBE in Q4 2021 and has held it in 4 quarters since. The position peaked at $57K in Q4 2021. 2,162 funds tracked by Wall St. Rank hold ADBE as of Q3 2022.

Surevest held 94 shares of Adobe worth $26K as of Q3 2022.
Surevest sold 6 Adobe shares in Q3 2022, an estimated $2.27K.
Adobe made up 0.01% of Surevest's portfolio in Q3 2022, its #221 holding.
Surevest first reported a position in Adobe in Q4 2021 and has held it in 4 quarters since.
Surevest's Adobe position peaked at $57K in Q4 2021.
2,162 funds tracked by Wall St. Rank held Adobe as of Q3 2022.

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