Vanguard Personalized Indexing Management
ABB

Vanguard Personalized Indexing Management’s ABB Ltd ABB Stock Holding History

Vanguard Personalized Indexing Management’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
Q2 		– Sell
-48,752
Closed -$1.67M – 1553
2023
Q1 		$1.67M Buy
48,752
+2,573
+6% +$86.2K 0.06% 341
2022
Q4 		$1.41M Sell
46,179
-11,443
-20% -$333K 0.06% 381
2022
Q3 		$1.48M Sell
57,622
-2,845
-5% -$79.9K 0.07% 306
2022
Q2 		$1.62M Buy
60,467
+21,621
+56% +$642K 0.07% 260
2022
Q1 		$1.25M Buy
38,846
+5,956
+18% +$208K 0.06% 337
2021
Q4 		$1.25M Buy
32,890
+4,347
+15% +$152K 0.07% 289
2021
Q3 		$952K Buy
28,543
+1,764
+7% +$64.1K 0.09% 238
2021
Q2 		$910K Sell
26,779
-422
-2% -$14.1K 0.1% 232
2021
Q1 		$829K Buy
27,201
+1,428
+6% +$42.9K 0.13% 178
2020
Q4 		$721K Sell
25,773
-5,427
-17% -$145K 0.16% 147
2020
Q3 		$794K Buy
+31,200
New +$796K 0.22% 97
2020
Q2 		– Sell
-11,029
Closed -$190K – 393
2020
Q1 		$190K Buy
+11,029
New +$241K 0.11% 228

Other funds holding ABB

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 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 $456M AUM 79.51% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Vanguard Personalized Indexing Management's ABB Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 48,752 shares — an estimated $1.67M sold.

Vanguard Personalized Indexing Management first reported a position in ABB in Q1 2020 and held it in 12 quarters. The position peaked at $1.67M in Q1 2023. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

  • Vanguard Personalized Indexing Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 48,752 ABB Ltd shares in Q2 2023, an estimated $1.67M.
  • Vanguard Personalized Indexing Management first reported a position in ABB Ltd in Q1 2020 and held it in 12 quarters.
  • Vanguard Personalized Indexing Management's ABB Ltd position peaked at $1.67M in Q1 2023.
  • 134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.