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Theory Financial’s Abbott ABT Stock Holding History

Theory Financial’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
Q1 		– Sell
-3,194
Closed -$352K – 76
2023
Q4 		$352K Sell
3,194
-447
-12% -$44.7K 0.19% 55
2023
Q3 		$353K Hold
3,641
– – 0.21% 53
2023
Q2 		$397K Sell
3,641
-100
-3% -$10.7K 0.23% 47
2023
Q1 		$379K Hold
3,741
– – 0.23% 51
2022
Q4 		$411K Buy
+3,741
New +$387K 0.27% 49
2022
Q2 		$398K Hold
3,641
– – 0.29% 48
2022
Q1 		$431K Hold
3,641
– – 0.29% 43
2021
Q4 		$512K Buy
+3,641
New +$466K 0.33% 36

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Theory Financial's ABT Position: Q1 2024 in Review

Theory Financial sold out of Abbott (ABT) in Q1 2024, closing a stake of 3,194 shares — an estimated $352K sold.

Theory Financial first reported a position in ABT in Q4 2021 and held it in 8 quarters. The position peaked at $512K in Q4 2021. 2,904 funds tracked by Wall St. Rank hold ABT as of Q1 2024.

  • Theory Financial reported no remaining Abbott position as of Q1 2024 after selling out during the quarter.
  • Theory Financial sold 3,194 Abbott shares in Q1 2024, an estimated $352K.
  • Theory Financial first reported a position in Abbott in Q4 2021 and held it in 8 quarters.
  • Theory Financial's Abbott position peaked at $512K in Q4 2021.
  • 2,904 funds tracked by Wall St. Rank held Abbott as of Q1 2024.

Based on Theory Financial's 13F filing for Q1 2024, filed 13 May 2024.