AA
ACH

Aufman Associates’s Accendra Health ACH Stock Holding History

Aufman Associates’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
Q2 		– Sell
-5,619
Closed -$247K – 48
2022
Q1 		$247K Hold
5,619
– – 0.19% 39
2021
Q4 		$244K Buy
+5,619
New +$220K 0.18% 43
2021
Q3 		– Sell
-6,327
Closed -$268K – 49
2021
Q2 		$268K Hold
6,327
– – 0.21% 36
2021
Q1 		$238K Sell
6,327
-3,963
-39% -$124K 0.2% 38
2020
Q4 		$278K Hold
10,290
– – 0.25% 32
2020
Q3 		$258K Buy
+10,290
New +$150K 0.28% 30

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aufman Associates's ACH Position: Q2 2022 in Review

Aufman Associates sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 5,619 shares — an estimated $247K sold.

Aufman Associates first reported a position in ACH in Q3 2020 and held it in 6 quarters. The position peaked at $278K in Q4 2020. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

  • Aufman Associates reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
  • Aufman Associates sold 5,619 Accendra Health shares in Q2 2022, an estimated $247K.
  • Aufman Associates first reported a position in Accendra Health in Q3 2020 and held it in 6 quarters.
  • Aufman Associates's Accendra Health position peaked at $278K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Aufman Associates's 13F filing for Q2 2022, filed 10 Aug 2022.