Sutton Wealth Advisors’s Abbott ABT Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$3.1M	Sell	31,989 -384	-1%	-$40.3K	1.52%	16
2023 Q2	$3.53M	Sell	32,373 -580	-2%	-$61.8K	1.71%	16
2023 Q1	$3.34M	Sell	32,953 -4,462	-12%	-$471K	1.78%	16
2022 Q4	$4.11M	Buy	37,415 +2	+0%	+$207	1.57%	14
2022 Q3	$3.62M	Sell	37,413 -517	-1%	-$55.1K	1.47%	14
2022 Q2	$4.12M	Buy	37,930 +144	+0.4%	+$16.4K	1.64%	14
2022 Q1	$4.47M	Buy	37,786 +40	+0.1%	+$4.96K	1.54%	14
2021 Q4	$5.31M	Sell	37,746 -826	-2%	-$106K	1.77%	11
2021 Q3	$4.56M	Buy	38,572 +10	+0%	+$1.23K	1.68%	10
2021 Q2	$4.47M	Sell	38,562 -34	-0.1%	-$3.96K	1.63%	13
2021 Q1	$4.63M	Buy	38,596 +3	+0%	+$355	1.82%	11
2020 Q4	$4.23M	Buy	38,593 +43	+0.1%	+$4.67K	1.79%	12
2020 Q3	$4.2M	Sell	38,550 -462	-1%	-$46.9K	2.03%	9
2020 Q2	$3.57M	Sell	39,012 -897	-2%	-$81.1K	1.87%	12
2020 Q1	$3.15M	Buy	39,909 +422	+1%	+$35.2K	1.98%	10
2019 Q4	$3.43M	Hold	39,487	–	–	1.76%	11
2019 Q3	$3.3M	Hold	39,487	–	–	1.84%	11
2019 Q2	$3.32M	Buy	39,487 +41	+0.1%	+$3.23K	1.91%	11
2019 Q1	$3.15M	Buy	39,446 +33	+0.1%	+$2.46K	1.84%	12
2018 Q4	$2.85M	Buy	39,413 +34,330	+675%	+$2.41M	1.84%	12
2018 Q3	$373K	Hold	5,083	–	–	0.24%	71
2018 Q2	$310K	Buy	5,083 +81	+2%	+$4.91K	0.22%	78
2018 Q1	$300K	Hold	5,002	–	–	0.21%	80
2017 Q4	$285K	Buy	5,002 +41	+0.8%	+$2.27K	0.21%	82
2017 Q3	$265K	Hold	4,961	–	–	0.2%	88
2017 Q2	$241K	Buy	4,961 +17	+0.3%	+$770	0.19%	88
2017 Q1	$220K	Buy	4,944 +44	+0.9%	+$1.9K	0.18%	92
2016 Q4	$188K	Hold	4,900	–	–	0.17%	106
2016 Q3	$207K	Hold	4,900	–	–	0.19%	90
2016 Q2	$193K	Sell	4,900 -15	-0.3%	-$597	0.18%	94
2016 Q1	$206K	Buy	+4,915	New	+$195K	0.2%	88

Other funds holding ABT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's ABT Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Abbott (ABT) stake by 1.2% in Q3 2023, selling an estimated $40.3K and leaving 31,989 shares worth $3.1M. The position accounts for 1.52% of the portfolio, ranked #16.

Sutton Wealth Advisors first reported a position in ABT in Q1 2016 and has held it in 31 quarters since. The position peaked at $5.31M in Q4 2021. 2,681 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

Sutton Wealth Advisors held 31,989 shares of Abbott worth $3.1M as of Q3 2023.
Sutton Wealth Advisors sold 384 Abbott shares in Q3 2023, an estimated $40.3K.
Abbott made up 1.52% of Sutton Wealth Advisors's portfolio in Q3 2023, its #16 holding.
Sutton Wealth Advisors first reported a position in Abbott in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Abbott position peaked at $5.31M in Q4 2021.
2,681 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.