Advisory Research’s Accendra Health ACH Stock Holding History

Advisory Research’s Portfolio ACH Stock Details ACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-31,358	Closed	-$986K	–	392
2022 Q2	$986K	Buy	+31,358	New	+$1.14M	0.1%	159

Other funds holding ACH

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's ACH Position: Q3 2022 in Review

Advisory Research sold out of Accendra Health (ACH) in Q3 2022, closing a stake of 31,358 shares — an estimated $986K sold.

Advisory Research first reported a position in ACH in Q2 2022 and held it in 1 quarter. The position peaked at $986K in Q2 2022. 227 funds tracked by Wall St. Rank hold ACH as of Q3 2022.

Advisory Research reported no remaining Accendra Health position as of Q3 2022 after selling out during the quarter.
Advisory Research sold 31,358 Accendra Health shares in Q3 2022, an estimated $986K.
Advisory Research first reported a position in Accendra Health in Q2 2022 and held it in 1 quarter.
Advisory Research's Accendra Health position peaked at $986K in Q2 2022.
227 funds tracked by Wall St. Rank held Accendra Health as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.