Wellesley Investment Partners’s AbbVie ABBV Stock Holding History

Wellesley Investment Partners’s Portfolio ABBV Stock Details ABBV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$257K	Buy	2,941 +21	+0.7%	+$1.98K	0.09%	89
2020 Q2	$286K	Buy	+2,920	New	+$257K	0.1%	82
2019 Q2	–	Sell	-3,006	Closed	-$242K	–	108
2019 Q1	$242K	Sell	3,006 -26	-0.9%	-$2.13K	0.08%	107
2018 Q4	$279K	Hold	3,032	–	–	0.1%	99
2018 Q3	$286K	Hold	3,032	–	–	0.09%	110
2018 Q2	$280K	Sell	3,032 -113	-4%	-$11K	0.1%	107
2018 Q1	$297K	Buy	3,145 +125	+4%	+$13.7K	0.11%	105
2017 Q4	$292K	Sell	3,020 -200	-6%	-$18.8K	0.11%	99
2017 Q3	$286K	Hold	3,220	–	–	0.12%	98
2017 Q2	$233K	Hold	3,220	–	–	0.1%	104
2017 Q1	$209K	Sell	3,220 -150	-4%	-$9.43K	0.09%	109
2016 Q4	$211K	Hold	3,370	–	–	0.1%	103
2016 Q3	$212K	Sell	3,370 -1,883	-36%	-$122K	0.11%	93
2016 Q2	$325K	Hold	5,253	–	–	0.18%	75
2016 Q1	$300K	Buy	+5,253	New	+$293K	0.18%	76

Other funds holding ABBV

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellesley Investment Partners's ABBV Position: Q3 2020 in Review

Wellesley Investment Partners increased its AbbVie (ABBV) stake by 0.72% in Q3 2020, buying an estimated $1.98K and bringing the position to 2,941 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #89.

Wellesley Investment Partners first reported a position in ABBV in Q1 2016 and has held it in 15 quarters since. The position peaked at $325K in Q2 2016. 2,366 funds tracked by Wall St. Rank hold ABBV as of Q3 2020.

Wellesley Investment Partners held 2,941 shares of AbbVie worth $257K as of Q3 2020.
Wellesley Investment Partners bought 21 AbbVie shares in Q3 2020, an estimated $1.98K.
AbbVie made up 0.09% of Wellesley Investment Partners's portfolio in Q3 2020, its #89 holding.
Wellesley Investment Partners first reported a position in AbbVie in Q1 2016 and has held it in 15 quarters since.
Wellesley Investment Partners's AbbVie position peaked at $325K in Q2 2016.
2,366 funds tracked by Wall St. Rank held AbbVie as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.