Baird Financial Group
ACH

Baird Financial Group’s Accendra Health ACH Stock Holding History

Baird Financial 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
2023
Q1 		– Sell
-13,665
Closed -$267K – 1736
2022
Q4 		$267K Sell
13,665
-258
-2% -$5.03K ﹤0.01% 1498
2022
Q3 		$336K Sell
13,923
-133
-0.9% -$4.1K ﹤0.01% 1419
2022
Q2 		$442K Sell
14,056
-728
-5% -$26.4K ﹤0.01% 1393
2022
Q1 		$650K Buy
14,784
+503
+4% +$21.6K ﹤0.01% 1313
2021
Q4 		$621K Sell
14,281
-881
-6% -$34.5K ﹤0.01% 1388
2021
Q3 		$474K Buy
+15,162
New +$597K ﹤0.01% 1484
2017
Q4 		– Sell
-14,356
Closed -$419K – 1290
2017
Q3 		$419K Buy
+14,356
New +$424K ﹤0.01% 1028
2017
Q2 		– Sell
-63,126
Closed -$2.18M – 1241
2017
Q1 		$2.18M Buy
63,126
+750
+1% +$26.8K 0.02% 574
2016
Q4 		$2.2M Sell
62,376
-175
-0.3% -$5.91K 0.02% 554
2016
Q3 		$2.17M Buy
+62,551
New +$2.19M 0.02% 538

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Baird Financial Group's ACH Position: Q1 2023 in Review

Baird Financial Group sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 13,665 shares — an estimated $267K sold.

Baird Financial Group first reported a position in ACH in Q3 2016 and held it in 10 quarters. The position peaked at $2.2M in Q4 2016. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Baird Financial Group reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 13,665 Accendra Health shares in Q1 2023, an estimated $267K.
  • Baird Financial Group first reported a position in Accendra Health in Q3 2016 and held it in 10 quarters.
  • Baird Financial Group's Accendra Health position peaked at $2.2M in Q4 2016.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.