Alan B. Lancz & Associates’s Accenture ACN Stock Holding History

Alan B. Lancz & Associates’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-574	Closed	-$203K	–	128
2024 Q3	$203K	Buy	+574	New	+$189K	0.19%	130
2023 Q4	$211K	Buy	+600	New	+$193K	0.22%	119
2023 Q3	–	Sell	-700	Closed	-$216K	–	131
2023 Q2	$216K	Hold	700	–	–	0.23%	116
2023 Q1	$200K	Hold	700	–	–	0.21%	124
2022 Q4	$197K	Hold	700	–	–	0.2%	133
2022 Q3	$180K	Hold	700	–	–	0.21%	120
2022 Q2	$214K	Sell	700 -18	-3%	-$5.41K	0.21%	120
2022 Q1	$242K	Hold	718	–	–	0.21%	123
2021 Q4	$298K	Buy	+718	New	+$262K	0.26%	105

Other funds holding ACN

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alan B. Lancz & Associates's ACN Position: Q4 2024 in Review

Alan B. Lancz & Associates sold out of Accenture (ACN) in Q4 2024, closing a stake of 574 shares — an estimated $203K sold.

Alan B. Lancz & Associates first reported a position in ACN in Q4 2021 and held it in 9 quarters. The position peaked at $298K in Q4 2021. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Alan B. Lancz & Associates reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
Alan B. Lancz & Associates sold 574 Accenture shares in Q4 2024, an estimated $203K.
Alan B. Lancz & Associates first reported a position in Accenture in Q4 2021 and held it in 9 quarters.
Alan B. Lancz & Associates's Accenture position peaked at $298K in Q4 2021.
2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Alan B. Lancz & Associates's 13F filing for Q4 2024, filed 21 Jan 2025.