AG
ACH

Aperio Group’s Accendra Health ACH Stock Holding History

Aperio Group’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
2020
Q4 		$1.05M Buy
38,988
+4,395
+13% +$113K ﹤0.01% 1567
2020
Q3 		$869K Sell
34,593
-1,028
-3% -$15K ﹤0.01% 1511
2020
Q2 		$272K Buy
35,621
+15,738
+79% +$115K ﹤0.01% 2069
2020
Q1 		$182K Buy
19,883
+2,698
+16% +$16.3K ﹤0.01% 2115
2019
Q4 		$89K Sell
17,185
-17,664
-51% -$113K ﹤0.01% 2276
2019
Q3 		$202K Buy
34,849
+5,882
+20% +$26.4K ﹤0.01% 2164
2019
Q2 		$92K Sell
28,967
-66,109
-70% -$225K ﹤0.01% 2402
2019
Q1 		$389K Buy
95,076
+27,594
+41% +$175K ﹤0.01% 1880
2018
Q4 		$427K Buy
67,482
+17,624
+35% +$183K ﹤0.01% 1774
2018
Q3 		$824K Sell
49,858
-18,831
-27% -$320K ﹤0.01% 1516
2018
Q2 		$1.15M Buy
68,689
+5,148
+8% +$83.3K 0.01% 1297
2018
Q1 		$988K Sell
63,541
-3,861
-6% -$68.8K ﹤0.01% 1325
2017
Q4 		$1.27M Buy
67,402
+9,814
+17% +$218K 0.01% 1172
2017
Q3 		$1.68M Buy
57,588
+3,283
+6% +$97K 0.01% 1011
2017
Q2 		$1.75M Sell
54,305
-23,131
-30% -$759K 0.01% 956
2017
Q1 		$2.68M Buy
77,436
+25,528
+49% +$912K 0.02% 762
2016
Q4 		$1.83M Sell
51,908
-29,940
-37% -$1.01M 0.01% 850
2016
Q3 		$2.84M Buy
81,848
+26,386
+48% +$924K 0.02% 718
2016
Q2 		$2.07M Buy
55,462
+3,658
+7% +$137K 0.02% 791
2016
Q1 		$2.09M Buy
51,804
+8,099
+19% +$302K 0.02% 764
2015
Q4 		$1.57M Buy
43,705
+1,971
+5% +$71.3K 0.01% 830
2015
Q3 		$1.33M Buy
41,734
+3,164
+8% +$108K 0.01% 865
2015
Q2 		$1.31M Sell
38,570
-11,077
-22% -$373K 0.01% 865
2015
Q1 		$1.68M Buy
49,647
+3,106
+7% +$108K 0.02% 751
2014
Q4 		$1.63M Buy
46,541
+9,793
+27% +$330K 0.02% 714
2014
Q3 		$1.2M Buy
36,748
+3,077
+9% +$105K 0.02% 788
2014
Q2 		$1.14M Buy
33,671
+14,905
+79% +$511K 0.02% 801
2014
Q1 		$657K Buy
+18,766
New +$662K 0.01% 1209
2013
Q4 		– Hold
0
– – – 1580

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's ACH Position: Q4 2020 in Review

Aperio Group increased its Accendra Health (ACH) stake by 13% in Q4 2020, buying an estimated $113K and bringing the position to 38,988 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Aperio Group first reported a position in ACH in Q1 2014 and has held it in 28 quarters since. The position peaked at $2.84M in Q3 2016. 232 funds tracked by Wall St. Rank hold ACH as of Q4 2020.

  • Aperio Group held 38,988 shares of Accendra Health worth $1.05M as of Q4 2020.
  • Aperio Group bought 4,395 Accendra Health shares in Q4 2020, an estimated $113K.
  • Accendra Health made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1567 holding.
  • Aperio Group first reported a position in Accendra Health in Q1 2014 and has held it in 28 quarters since.
  • Aperio Group's Accendra Health position peaked at $2.84M in Q3 2016.
  • 232 funds tracked by Wall St. Rank held Accendra Health as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.