WA
ABT icon

Wambolt & Associates’s Abbott ABT Stock Holding History

Wambolt & Associates’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
2023
Q3 		– Sell
-1,853
Closed -$202K – 242
2023
Q2 		$202K Buy
+1,853
New +$198K 0.07% 239
2023
Q1 		– Sell
-2,499
Closed -$274K – 260
2022
Q4 		$274K Sell
2,499
-110
-4% -$11.4K 0.11% 196
2022
Q3 		$252K Sell
2,609
-40
-2% -$4.26K 0.11% 203
2022
Q2 		$288K Sell
2,649
-63
-2% -$7.16K 0.12% 191
2022
Q1 		$322K Buy
2,712
+43
+2% +$5.33K 0.12% 190
2021
Q4 		$376K Sell
2,669
-2
-0.1% -$256 0.14% 172
2021
Q3 		$313K Buy
2,671
+52
+2% +$6.39K 0.13% 184
2021
Q2 		$307K Buy
2,619
+750
+40% +$87.4K 0.13% 187
2021
Q1 		$222K Buy
1,869
+20
+1% +$2.37K 0.12% 199
2020
Q4 		$202K Sell
1,849
-847
-31% -$92.1K 0.12% 200
2020
Q3 		$293K Buy
+2,696
New +$274K 0.22% 152

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

Wambolt & Associates's ABT Position: Q3 2023 in Review

Wambolt & Associates sold out of Abbott (ABT) in Q3 2023, closing a stake of 1,853 shares — an estimated $202K sold.

Wambolt & Associates first reported a position in ABT in Q3 2020 and held it in 11 quarters. The position peaked at $376K in Q4 2021. 2,682 funds tracked by Wall St. Rank hold ABT as of Q3 2023.

  • Wambolt & Associates reported no remaining Abbott position as of Q3 2023 after selling out during the quarter.
  • Wambolt & Associates sold 1,853 Abbott shares in Q3 2023, an estimated $202K.
  • Wambolt & Associates first reported a position in Abbott in Q3 2020 and held it in 11 quarters.
  • Wambolt & Associates's Abbott position peaked at $376K in Q4 2021.
  • 2,682 funds tracked by Wall St. Rank held Abbott as of Q3 2023.

Based on Wambolt & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.