BIM
ACCD

Baldwin Investment Management’s Accolade Inc ACCD Stock Holding History

Baldwin Investment Management’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-17,150
Closed -$301 – 242
2022
Q1 		$301 Buy
17,150
+6,225
+57% +$115K 0.05% 207
2021
Q4 		$288 Buy
10,925
+5,375
+97% +$176K 0.05% 205
2021
Q3 		$234K Buy
+5,550
New +$261K 0.04% 225

Other funds holding ACCD

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Baldwin Investment Management's ACCD Position: Q2 2022 in Review

Baldwin Investment Management sold out of Accolade Inc (ACCD) in Q2 2022, closing a stake of 17,150 shares — an estimated $301 sold.

Baldwin Investment Management first reported a position in ACCD in Q3 2021 and held it in 3 quarters. The position peaked at $234K in Q3 2021. 158 funds tracked by Wall St. Rank hold ACCD as of Q2 2022.

  • Baldwin Investment Management reported no remaining Accolade Inc position as of Q2 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 17,150 Accolade Inc shares in Q2 2022, an estimated $301.
  • Baldwin Investment Management first reported a position in Accolade Inc in Q3 2021 and held it in 3 quarters.
  • Baldwin Investment Management's Accolade Inc position peaked at $234K in Q3 2021.
  • 158 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2022.

Based on Baldwin Investment Management's 13F filing for Q2 2022, filed 2 Aug 2022.