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Swaine & Leidel Wealth Services’s Abbott ABT Stock Holding History

Swaine & Leidel Wealth Services’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
2019
Q4 		– Sell
-5,745
Closed -$2.56M – 62
2019
Q3 		$2.56M Buy
5,745
+1,261
+28% +$107K 2.32% 22
2019
Q2 		$2.1M Buy
+4,484
New +$353K 2.25% 21

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swaine & Leidel Wealth Services's ABT Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Abbott (ABT) in Q4 2019, closing a stake of 5,745 shares — an estimated $2.56M sold.

Swaine & Leidel Wealth Services first reported a position in ABT in Q2 2019 and held it in 2 quarters. The position peaked at $2.56M in Q3 2019. 2,193 funds tracked by Wall St. Rank hold ABT as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Abbott position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 5,745 Abbott shares in Q4 2019, an estimated $2.56M.
  • Swaine & Leidel Wealth Services first reported a position in Abbott in Q2 2019 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's Abbott position peaked at $2.56M in Q3 2019.
  • 2,193 funds tracked by Wall St. Rank held Abbott as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.