ABBV β€” ABBVIE INC COMMON STOCK

Ownership history in MITCHELL SINKLER & STARR/PA  Β·  52 quarters on record

This page tracks every 13F SEC filing in which MITCHELL SINKLER & STARR/PA reported a position in ABBVIE INC COMMON STOCK (ABBV). 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.

πŸ” Peak position
3.24% (2018 Q1)
πŸ“Š Avg. % of fund
1.82%
πŸ“… First filed
2013 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
52

Position Intelligence

MITCHELL SINKLER & STARR/PA Γ— ABBV AI Analytics

πŸ“ˆ MITCHELL SINKLER & STARR/PA outperformed the S&P 500 by +6.4% annually on this ABBV position. Timing score: 44% (19/43 decisions correct). Average cost basis: $134.36. Maximum drawdown during holding period: –20.3%.

πŸ“ˆ Position Alpha vs SPY
+6.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.4% per year on this position.
50 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
19 of 43 add/trim decisions correct

πŸ’° Entry Quality
$134.36
+68.7% vs current ($226.67)

Best entry: $24.92 (2013 Q2)  Β·  Worst: $226.67 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–20.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

15 adds Β· 30 trims. Bought during 6 of 20 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ MITCHELL SINKLER & STARR/PA has been actively increasing its ABBV allocation β€” a bullish signal from insiders.
Currently 1.42% of portfolio

⚠ 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.

% of Fund (quarterly)    ABBV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,727 +230 +1.7% 1.42% $3.1M $226.67
2025 Q3 UNCHANGED 13,497 β€” 0% 1.40% $3.1M $228.05
2025 Q2 REDUCED 13,497 -55 -0.4% 1.20% $2.5M $181.25
2025 Q1 REDUCED 13,552 -1,432 -9.6% 0.79% $2.8M $202.72
2024 Q4 REDUCED 14,984 -13,165 -46.8% 0.71% $2.7M $170.33
2024 Q3 ADDED 28,149 +5,812 +26.0% 1.00% $4.0M $187.79
2024 Q2 ADDED 22,337 +720 +3.3% 0.98% $3.8M $161.62
2024 Q1 REDUCED 21,617 -40,205 -65.0% 0.98% $3.9M $170.00
2023 Q4 ADDED 61,822 +29,822 +93.2% 1.74% $9.6M $143.30
2023 Q3 ADDED 32,000 +7,238 +29.2% 1.47% $4.8M $136.47
42 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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