Zeke Capital Advisors’s Abbott ABT Stock Holding History

Zeke Capital Advisors’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
2022 Q4	$1.71M	Sell	15,571 -9,897	-39%	-$1.02M	0.11%	89
2022 Q3	$2.46M	Sell	25,468 -178	-0.7%	-$19K	0.18%	60
2022 Q2	$2.79M	Sell	25,646 -26,064	-50%	-$2.96M	0.19%	55
2022 Q1	$6.12M	Buy	51,710 +49,102	+1,883%	+$6.09M	0.31%	42
2021 Q4	$367K	Buy	2,608 +712	+38%	+$91.1K	0.02%	200
2021 Q3	$224K	Buy	+1,896	New	+$233K	0.01%	265
2021 Q2	–	Sell	-1,748	Closed	-$209K	–	331
2021 Q1	$209K	Buy	+1,748	New	+$207K	0.01%	274
2020 Q1	–	Sell	-3,141	Closed	-$273K	–	229
2019 Q4	$273K	Sell	3,141 -9	-0.3%	-$754	0.02%	474
2019 Q3	$264K	Buy	3,150 +84	+3%	+$7.14K	0.02%	473
2019 Q2	$258K	Buy	3,066 +44	+1%	+$3.46K	0.02%	496
2019 Q1	$242K	Buy	+3,022	New	+$225K	0.02%	515
2018 Q4	–	Sell	-35,299	Closed	-$2.59M	–	530
2018 Q3	$2.59M	Sell	35,299 -1,206	-3%	-$79.2K	0.21%	77
2018 Q2	$2.23M	Sell	36,505 -39,624	-52%	-$2.4M	0.21%	82
2018 Q1	$4.56M	Buy	76,129 +5,653	+8%	+$341K	0.42%	45
2017 Q4	$4.02M	Buy	70,476 +2,198	+3%	+$122K	0.42%	42
2017 Q3	$3.64M	Buy	68,278 +35,115	+106%	+$1.76M	0.5%	37
2017 Q2	$1.61M	Buy	33,163 +5,614	+20%	+$254K	0.31%	45
2017 Q1	$1.22M	Buy	27,549 +7,077	+35%	+$306K	0.25%	53
2016 Q4	$786K	Buy	+20,472	New	+$812K	0.21%	56

Other funds holding ABT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Zeke Capital Advisors's ABT Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Abbott (ABT) stake by 39% in Q4 2022, selling an estimated $1.02M and leaving 15,571 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #89.

Zeke Capital Advisors first reported a position in ABT in Q4 2016 and has held it in 19 quarters since. The position peaked at $6.12M in Q1 2022. 2,764 funds tracked by Wall St. Rank hold ABT as of Q4 2022.

Zeke Capital Advisors held 15,571 shares of Abbott worth $1.71M as of Q4 2022.
Zeke Capital Advisors sold 9,897 Abbott shares in Q4 2022, an estimated $1.02M.
Abbott made up 0.11% of Zeke Capital Advisors's portfolio in Q4 2022, its #89 holding.
Zeke Capital Advisors first reported a position in Abbott in Q4 2016 and has held it in 19 quarters since.
Zeke Capital Advisors's Abbott position peaked at $6.12M in Q1 2022.
2,764 funds tracked by Wall St. Rank held Abbott as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.