TrueWealth LLC’s Abbott ABT Stock Holding History

TrueWealth LLC’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 Q2	$127K	Buy	1,392 +6	+0.4%	+$542	0.05%	179
2020 Q1	$109K	Sell	1,386 -44	-3%	-$3.67K	0.05%	178
2019 Q4	$124K	Hold	1,430	–	–	0.05%	180
2019 Q3	$120K	Sell	1,430 -100	-7%	-$8.5K	0.05%	180
2019 Q2	$129K	Sell	1,530 -406	-21%	-$32K	0.06%	172
2019 Q1	$155K	Sell	1,936 -69	-3%	-$5.13K	0.07%	153
2018 Q4	$145K	Buy	2,005 +286	+17%	+$20.1K	0.07%	153
2018 Q3	$126K	Buy	1,719 +69	+4%	+$4.53K	0.06%	178
2018 Q2	$101K	Hold	1,650	–	–	0.05%	190
2018 Q1	$99K	Buy	1,650 +78	+5%	+$4.7K	0.05%	190
2017 Q4	$90K	Buy	+1,572	New	+$87.1K	0.04%	222

Other funds holding ABT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TrueWealth LLC's ABT Position: Q2 2020 in Review

TrueWealth LLC increased its Abbott (ABT) stake by 0.43% in Q2 2020, buying an estimated $542 and bringing the position to 1,392 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #179.

TrueWealth LLC first reported a position in ABT in Q4 2017 and has held it in 11 quarters since. The position peaked at $155K in Q1 2019. 2,247 funds tracked by Wall St. Rank hold ABT as of Q2 2020.

TrueWealth LLC held 1,392 shares of Abbott worth $127K as of Q2 2020.
TrueWealth LLC bought 6 Abbott shares in Q2 2020, an estimated $542.
Abbott made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #179 holding.
TrueWealth LLC first reported a position in Abbott in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Abbott position peaked at $155K in Q1 2019.
2,247 funds tracked by Wall St. Rank held Abbott as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.