Waverton Investment Management’s Abbott ABT Stock Holding History

Waverton Investment Management’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
2021 Q2	–	Sell	-29,000	Closed	-$3.48M	–	53
2021 Q1	$3.48M	Hold	29,000	–	–	0.15%	39
2020 Q4	$3.17M	Hold	29,000	–	–	0.15%	42
2020 Q3	$3.16M	Sell	29,000 -3,000	-9%	-$304K	0.16%	39
2020 Q2	$2.92M	Hold	32,000	–	–	0.16%	39
2020 Q1	$2.52M	Buy	32,000 +2,400	+8%	+$200K	0.16%	38
2019 Q4	$2.57M	Sell	29,600 -24,698	-45%	-$2.07M	0.13%	41
2019 Q3	$4.54M	Hold	54,298	–	–	0.23%	35
2019 Q2	$4.57M	Hold	54,298	–	–	0.23%	31
2019 Q1	$4.34M	Hold	54,298	–	–	0.23%	34
2018 Q4	$3.93M	Sell	54,298 -2,022	-4%	-$142K	0.24%	33
2018 Q3	$4.13M	Buy	56,320 +36,098	+179%	+$2.37M	0.2%	31
2018 Q2	$1.23M	Hold	20,222	–	–	0.07%	46
2018 Q1	$1.21M	Buy	+20,222	New	+$1.22M	0.07%	48

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Waverton Investment Management's ABT Position: Q2 2021 in Review

Waverton Investment Management sold out of Abbott (ABT) in Q2 2021, closing a stake of 29,000 shares — an estimated $3.48M sold.

Waverton Investment Management first reported a position in ABT in Q1 2018 and held it in 13 quarters. The position peaked at $4.57M in Q2 2019. 2,503 funds tracked by Wall St. Rank hold ABT as of Q2 2021.

Waverton Investment Management reported no remaining Abbott position as of Q2 2021 after selling out during the quarter.
Waverton Investment Management sold 29,000 Abbott shares in Q2 2021, an estimated $3.48M.
Waverton Investment Management first reported a position in Abbott in Q1 2018 and held it in 13 quarters.
Waverton Investment Management's Abbott position peaked at $4.57M in Q2 2019.
2,503 funds tracked by Wall St. Rank held Abbott as of Q2 2021.

Based on Waverton Investment Management's 13F filing for Q2 2021, filed 2 Aug 2021.