Abacus Planning Group’s Acco Brands ACCO Stock Holding History

Abacus Planning Group’s Portfolio ACCO Stock Details ACCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,261	Closed	-$67K	–	180
2022 Q2	$67K	Hold	10,261	–	–	0.02%	183
2022 Q1	$82K	Hold	10,261	–	–	0.02%	198
2021 Q4	$85K	Hold	10,261	–	–	0.02%	205
2021 Q3	$88K	Hold	10,261	–	–	0.03%	185
2021 Q2	$89K	Hold	10,261	–	–	0.03%	183
2021 Q1	$87K	Hold	10,261	–	–	0.03%	181
2020 Q4	$87K	Hold	10,261	–	–	0.03%	181
2020 Q3	$60K	Hold	10,261	–	–	0.02%	167
2020 Q2	$73K	Hold	10,261	–	–	0.03%	160
2020 Q1	$52K	Hold	10,261	–	–	0.03%	152
2019 Q4	$96K	Hold	10,261	–	–	0.04%	166
2019 Q3	$101K	Hold	10,261	–	–	0.05%	161
2019 Q2	$81K	Hold	10,261	–	–	0.05%	156
2019 Q1	$88K	Buy	+10,261	New	+$89.7K	0.06%	149

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Abacus Planning Group's ACCO Position: Q3 2022 in Review

Abacus Planning Group sold out of Acco Brands (ACCO) in Q3 2022, closing a stake of 10,261 shares — an estimated $67K sold.

Abacus Planning Group first reported a position in ACCO in Q1 2019 and held it in 14 quarters. The position peaked at $101K in Q3 2019. 203 funds tracked by Wall St. Rank hold ACCO as of Q3 2022.

Abacus Planning Group reported no remaining Acco Brands position as of Q3 2022 after selling out during the quarter.
Abacus Planning Group sold 10,261 Acco Brands shares in Q3 2022, an estimated $67K.
Abacus Planning Group first reported a position in Acco Brands in Q1 2019 and held it in 14 quarters.
Abacus Planning Group's Acco Brands position peaked at $101K in Q3 2019.
203 funds tracked by Wall St. Rank held Acco Brands as of Q3 2022.

Based on Abacus Planning Group's 13F filing for Q3 2022, filed 19 Oct 2022.