Sweet Financial Partners’s Abbott ABT Stock Holding History

Sweet Financial Partners’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
2024 Q3	$755K	Sell	6,622 -314	-5%	-$34.4K	0.16%	99
2024 Q2	$721K	Sell	6,936 -1,375	-17%	-$146K	0.16%	94
2024 Q1	$945K	Sell	8,311 -13,331	-62%	-$1.53M	0.22%	83
2023 Q4	$2.38M	Sell	21,642 -188	-0.9%	-$18.8K	0.57%	38
2023 Q3	$2.11M	Buy	21,830 +968	+5%	+$102K	0.56%	32
2023 Q2	$2.27M	Buy	20,862 +4,673	+29%	+$498K	0.6%	30
2023 Q1	$1.64M	Buy	16,189 +3,379	+26%	+$357K	0.45%	38
2022 Q4	$1.41M	Buy	12,810 +3,189	+33%	+$330K	0.41%	38
2022 Q3	$931K	Buy	9,621 +659	+7%	+$70.2K	0.3%	52
2022 Q2	$974K	Buy	8,962 +1,532	+21%	+$174K	0.31%	45
2022 Q1	$879K	Buy	7,430 +3,100	+72%	+$384K	0.24%	56
2021 Q4	$609K	Buy	+4,330	New	+$554K	0.25%	57

Other funds holding ABT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

Norges Bank Oslo, Norway $935B AUM