Advisory Research’s Accolade Inc ACCD Stock Holding History

Advisory Research’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-72,345	Closed	-$826K	–	409
2022 Q3	$826K	Buy	+72,345	New	+$788K	0.08%	178

Other funds holding ACCD

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Advisory Research's ACCD Position: Q4 2022 in Review

Advisory Research sold out of Accolade Inc (ACCD) in Q4 2022, closing a stake of 72,345 shares — an estimated $826K sold.

Advisory Research first reported a position in ACCD in Q3 2022 and held it in 1 quarter. The position peaked at $826K in Q3 2022. 150 funds tracked by Wall St. Rank hold ACCD as of Q4 2022.

Advisory Research reported no remaining Accolade Inc position as of Q4 2022 after selling out during the quarter.
Advisory Research sold 72,345 Accolade Inc shares in Q4 2022, an estimated $826K.
Advisory Research first reported a position in Accolade Inc in Q3 2022 and held it in 1 quarter.
Advisory Research's Accolade Inc position peaked at $826K in Q3 2022.
150 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2022.

Based on Advisory Research's 13F filing for Q4 2022, filed 13 Feb 2023.