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SVA Wealth Management’s Abbott ABT Stock Holding History

SVA Wealth Management’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
2020
Q4 		$3.02M Buy
27,582
+2,987
+12% +$325K 0.26% 75
2020
Q3 		$2.68M Buy
24,595
+2,855
+13% +$290K 0.27% 74
2020
Q2 		$1.99M Buy
21,740
+607
+3% +$54.9K 0.21% 89
2020
Q1 		$1.67M Buy
21,133
+1,884
+10% +$157K 0.19% 90
2019
Q4 		$1.67M Sell
19,249
-153
-0.8% -$12.8K 0.15% 106
2019
Q3 		$1.62M Sell
19,402
-233
-1% -$19.8K 0.16% 103
2019
Q2 		$1.65M Sell
19,635
-4,134
-17% -$325K 0.16% 100
2019
Q1 		$1.9M Sell
23,769
-1,701
-7% -$127K 0.18% 97
2018
Q4 		$1.84M Buy
25,470
+2,348
+10% +$165K 0.21% 93
2018
Q3 		$1.7M Sell
23,122
-321
-1% -$21.1K 0.17% 99
2018
Q2 		$1.43M Sell
23,443
-11,757
-33% -$713K 0.15% 103
2018
Q1 		$1.88M Buy
35,200
+4,939
+16% +$298K 0.23% 95
2017
Q4 		$1.73M Sell
30,261
-4,939
-14% -$274K 0.2% 100
2017
Q3 		$1.88M Buy
35,200
+285
+0.8% +$14.3K 0.23% 95
2017
Q2 		$1.7M Buy
34,915
+1,332
+4% +$60.3K 0.22% 96
2017
Q1 		$1.49M Sell
33,583
-10,963
-25% -$474K 0.2% 96
2016
Q4 		$1.71M Sell
44,546
-2,900
-6% -$115K 0.26% 89
2016
Q3 		$2.01M Sell
47,446
-1,182
-2% -$50.6K 0.31% 82
2016
Q2 		$1.91M Sell
48,628
-3,761
-7% -$150K 0.31% 84
2016
Q1 		$2.19M Sell
52,389
-18,262
-26% -$724K 0.36% 73
2015
Q4 		$3.17M Sell
70,651
-500
-0.7% -$22.1K 0.55% 61
2015
Q3 		$2.86M Buy
71,151
+574
+0.8% +$27.1K 0.53% 65
2015
Q2 		$3.46M Buy
70,577
+121
+0.2% +$5.81K 0.64% 56
2015
Q1 		$3.26M Buy
70,456
+62,296
+763% +$2.86M 0.6% 60
2014
Q4 		$367K Buy
8,160
+1
+0% +$44 0.13% 136
2014
Q3 		$339K Sell
8,159
-2,762
-25% -$117K 0.14% 124
2014
Q2 		$447K Buy
10,921
+55
+0.5% +$2.16K 0.19% 105
2014
Q1 		$418K Buy
10,866
+2,486
+30% +$95.8K 0.2% 102
2013
Q4 		$321K Buy
+8,380
New +$309K 0.19% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's ABT Position: Q4 2020 in Review

SVA Wealth Management increased its Abbott (ABT) stake by 12% in Q4 2020, buying an estimated $325K and bringing the position to 27,582 shares worth $3.02M. The position accounts for 0.26% of the portfolio, ranked #75.

SVA Wealth Management first reported a position in ABT in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.46M in Q2 2015. 2,487 funds tracked by Wall St. Rank hold ABT as of Q4 2020.

  • SVA Wealth Management held 27,582 shares of Abbott worth $3.02M as of Q4 2020.
  • SVA Wealth Management bought 2,987 Abbott shares in Q4 2020, an estimated $325K.
  • Abbott made up 0.26% of SVA Wealth Management's portfolio in Q4 2020, its #75 holding.
  • SVA Wealth Management first reported a position in Abbott in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Abbott position peaked at $3.46M in Q2 2015.
  • 2,487 funds tracked by Wall St. Rank held Abbott as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.