Veritable’s ABB Ltd ABB Stock Holding History

Veritable’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
2022 Q3	–	Sell	-7,853	Closed	-$210K	–	932
2022 Q2	$210K	Buy	7,853 +149	+2%	+$4.43K	﹤0.01%	800
2022 Q1	$249K	Buy	7,704 +606	+9%	+$21.1K	﹤0.01%	780
2021 Q4	$271K	Buy	+7,098	New	+$249K	﹤0.01%	753
2021 Q3	–	Sell	-6,731	Closed	-$229K	–	917
2021 Q2	$229K	Sell	6,731 -230	-3%	-$7.68K	﹤0.01%	789
2021 Q1	$212K	Sell	6,961 -319	-4%	-$9.58K	﹤0.01%	784
2020 Q4	$204K	Buy	+7,280	New	+$194K	﹤0.01%	756
2020 Q1	–	Sell	-10,342	Closed	-$249K	–	839
2019 Q4	$249K	Buy	10,342 +45	+0.4%	+$964	﹤0.01%	722
2019 Q3	$203K	Buy	+10,297	New	+$196K	﹤0.01%	764
2018 Q4	–	Sell	-9,306	Closed	-$220K	–	841
2018 Q3	$220K	Buy	+9,306	New	+$213K	﹤0.01%	754
2018 Q2	–	Sell	-8,516	Closed	-$202K	–	836
2018 Q1	$202K	Sell	8,516 -6	-0.1%	-$154	﹤0.01%	759
2017 Q4	$229K	Buy	8,522 +164	+2%	+$4.21K	﹤0.01%	723
2017 Q3	$207K	Sell	8,358 -49	-0.6%	-$1.17K	﹤0.01%	719
2017 Q2	$209K	Buy	+8,407	New	+$206K	﹤0.01%	721
2013 Q4	–	Sell	-9,339	Closed	-$220K	–	1022
2013 Q3	$220K	Sell	9,339 -20,064	-68%	-$452K	0.01%	832
2013 Q2	$637K	Buy	+29,403	New	+$651K	0.02%	506

Other funds holding ABB

Fisher Asset Management

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

Capital International Investors

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

Bank of America

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return