Ownership history in HighPoint Advisor Group LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which HighPoint Advisor Group LLC reported a position in ABBOTT LABS (ABT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HighPoint Advisor Group LLC underperformed the S&P 500 by β1.9% annually on this ABT position. Timing score: 71% (22/31 decisions correct). Average cost basis: $75.99. Maximum drawdown during holding period: β18.9%.
β οΈ Trailed SPY by 1.9% ann. on this position.
33 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
22 of 31 add/trim decisions correct
Best entry: $32.45 (2016 Q4) Β· Worst: $134.12 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 15 trims. Bought during 8 of 12 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.88% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size