ZWJ Investment Counsel’s ABB Ltd ABB Stock Holding History

ZWJ Investment Counsel’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,000	Closed	-$343K	–	208
2023 Q1	$343K	Hold	10,000	–	–	0.02%	152
2022 Q4	$305K	Hold	10,000	–	–	0.02%	152
2022 Q3	$257K	Hold	10,000	–	–	0.02%	157
2022 Q2	$267K	Buy	+10,000	New	+$297K	0.02%	162
2018 Q1	–	Sell	-10,000	Closed	-$268K	–	286
2017 Q4	$268K	Hold	10,000	–	–	0.02%	243
2017 Q3	$248K	Hold	10,000	–	–	0.02%	251
2017 Q2	$249K	Hold	10,000	–	–	0.02%	258
2017 Q1	$234K	Buy	+10,000	New	+$228K	0.02%	286

Other funds holding ABB

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

ZWJ Investment Counsel's ABB Position: Q2 2023 in Review

ZWJ Investment Counsel sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 10,000 shares — an estimated $343K sold.

ZWJ Investment Counsel first reported a position in ABB in Q1 2017 and held it in 8 quarters. The position peaked at $343K in Q1 2023. 136 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

ZWJ Investment Counsel reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
ZWJ Investment Counsel sold 10,000 ABB Ltd shares in Q2 2023, an estimated $343K.
ZWJ Investment Counsel first reported a position in ABB Ltd in Q1 2017 and held it in 8 quarters.
ZWJ Investment Counsel's ABB Ltd position peaked at $343K in Q1 2023.
136 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on ZWJ Investment Counsel's 13F filing for Q2 2023, filed 13 Jul 2023.