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Wellesley Investment Partners’s Abbott ABT Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$599K Sell
5,505
-994
-15% -$101K 0.2% 53
2020
Q2 		$594K Sell
6,499
-2,170
-25% -$196K 0.21% 55
2020
Q1 		$684K Sell
8,669
-152
-2% -$12.7K 0.27% 45
2019
Q4 		$766K Sell
8,821
-827
-9% -$69.3K 0.24% 58
2019
Q3 		$807K Buy
9,648
+190
+2% +$16.1K 0.27% 49
2019
Q2 		$795K Buy
9,458
+5,642
+148% +$444K 0.27% 49
2019
Q1 		$305K Sell
3,816
-450
-11% -$33.5K 0.1% 92
2018
Q4 		$308K Sell
4,266
-572
-12% -$40.2K 0.11% 90
2018
Q3 		$354K Sell
4,838
-386
-7% -$25.3K 0.12% 90
2018
Q2 		$318K Buy
5,224
+234
+5% +$14.2K 0.11% 95
2018
Q1 		$299K Buy
4,990
+30
+0.6% +$1.81K 0.11% 101
2017
Q4 		$283K Sell
4,960
-400
-7% -$22.2K 0.11% 101
2017
Q3 		$286K Hold
5,360
– – 0.12% 99
2017
Q2 		$260K Buy
5,360
+93
+2% +$4.21K 0.11% 98
2017
Q1 		$233K Sell
5,267
-546
-9% -$23.6K 0.1% 99
2016
Q4 		$223K Sell
5,813
-3,594
-38% -$143K 0.11% 98
2016
Q3 		$397K Sell
9,407
-9,556
-50% -$409K 0.21% 69
2016
Q2 		$745K Buy
18,963
+620
+3% +$24.7K 0.4% 36
2016
Q1 		$767K Buy
18,343
+4,318
+31% +$171K 0.46% 31
2015
Q4 		$629K Buy
+14,025
New +$619K 0.43% 35

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellesley Investment Partners reduced its Abbott (ABT) stake by 15% in Q3 2020, selling an estimated $101K and leaving 5,505 shares worth $599K. The position accounts for 0.2% of the portfolio, ranked #53.

Wellesley Investment Partners first reported a position in ABT in Q4 2015 and has held it in 20 quarters since. The position peaked at $807K in Q3 2019. 2,306 funds tracked by Wall St. Rank hold ABT as of Q3 2020.

  • Wellesley Investment Partners held 5,505 shares of Abbott worth $599K as of Q3 2020.
  • Wellesley Investment Partners sold 994 Abbott shares in Q3 2020, an estimated $101K.
  • Abbott made up 0.2% of Wellesley Investment Partners's portfolio in Q3 2020, its #53 holding.
  • Wellesley Investment Partners first reported a position in Abbott in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's Abbott position peaked at $807K in Q3 2019.
  • 2,306 funds tracked by Wall St. Rank held Abbott as of Q3 2020.

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