UBS Group’s ABB Ltd ABB Stock Holding History

UBS Group’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,500	Closed	-$45.7K	–	11167
2022 Q4	$45.7K	Buy	1,500 +700	+88%	+$20.4K	﹤0.01%	6858
2022 Q3	$21K	Hold	800	–	–	﹤0.01%	7365
2022 Q2	$21K	Hold	800	–	–	﹤0.01%	6845
2022 Q1	$26K	Hold	800	–	–	﹤0.01%	7166
2021 Q4	$31K	Hold	800	–	–	﹤0.01%	7378
2021 Q3	$27K	Hold	800	–	–	﹤0.01%	6870
2021 Q2	$27K	Buy	+800	New	+$26.7K	﹤0.01%	7057

Other funds holding ABB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $349M AUM 61.76% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

UBS Group's ABB Position: Q2 2023 in Review

UBS Group sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 1,086,540 shares — an estimated $37.3M sold.

UBS Group first reported a position in ABB in Q4 2014 and held it in 34 quarters. The position peaked at $38.8M in Q3 2022. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

UBS Group reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
UBS Group sold 1,086,540 ABB Ltd shares in Q2 2023, an estimated $37.3M.
UBS Group first reported a position in ABB Ltd in Q4 2014 and held it in 34 quarters.
UBS Group's ABB Ltd position peaked at $38.8M in Q3 2022.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.