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	0.59%	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sweet Financial Partners's ABT Position: Q3 2024 in Review

Sweet Financial Partners reduced its Abbott (ABT) stake by 4.5% in Q3 2024, selling an estimated $34.4K and leaving 6,622 shares worth $755K. The position accounts for 0.16% of the portfolio, ranked #99.

Sweet Financial Partners first reported a position in ABT in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.38M in Q4 2023. 2,905 funds tracked by Wall St. Rank hold ABT as of Q3 2024.

Sweet Financial Partners held 6,622 shares of Abbott worth $755K as of Q3 2024.
Sweet Financial Partners sold 314 Abbott shares in Q3 2024, an estimated $34.4K.
Abbott made up 0.16% of Sweet Financial Partners's portfolio in Q3 2024, its #99 holding.
Sweet Financial Partners first reported a position in Abbott in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Abbott position peaked at $2.38M in Q4 2023.
2,905 funds tracked by Wall St. Rank held Abbott as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.