Boston Partners
ACH

Boston Partners’s Accendra Health ACH Stock Holding History

Boston Partners’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
Q4 		– Sell
-605,659
Closed -$14M – 749
2022
Q3 		$14M Buy
+605,659
New +$18.7M 0.02% 324
2017
Q4 		– Sell
-673,761
Closed -$19.7M – 767
2017
Q3 		$19.7M Buy
673,761
+26,062
+4% +$770K 0.02% 313
2017
Q2 		$20.9M Buy
647,699
+23,434
+4% +$769K 0.03% 309
2017
Q1 		$21.6M Sell
624,265
-7,347
-1% -$262K 0.03% 307
2016
Q4 		$22.3M Buy
631,612
+1,712
+0.3% +$57.9K 0.03% 319
2016
Q3 		$21.9M Buy
629,900
+26,444
+4% +$926K 0.03% 306
2016
Q2 		$22.6M Buy
603,456
+7,015
+1% +$264K 0.03% 287
2016
Q1 		$24.1M Sell
596,441
-4,514
-0.8% -$168K 0.04% 277
2015
Q4 		$21.6M Buy
600,955
+36,493
+6% +$1.32M 0.03% 289
2015
Q3 		$18M Buy
564,462
+10,803
+2% +$368K 0.03% 304
2015
Q2 		$18.8M Buy
553,659
+58,992
+12% +$1.99M 0.03% 315
2015
Q1 		$16.7M Sell
494,667
-25,363
-5% -$884K 0.02% 324
2014
Q4 		$18.3M Sell
520,030
-14,049
-3% -$473K 0.03% 315
2014
Q3 		$17.5M Buy
534,079
+21,722
+4% +$739K 0.03% 302
2014
Q2 		$17.4M Sell
512,357
-546
-0.1% -$18.7K 0.03% 306
2014
Q1 		$18M Sell
512,903
-6,018
-1% -$212K 0.03% 304
2013
Q4 		$19M Sell
518,921
-12,848
-2% -$472K 0.04% 289
2013
Q3 		$18.4M Sell
531,769
-49,831
-9% -$1.74M 0.04% 268
2013
Q2 		$19.7M Buy
+581,600
New +$19.3M 0.05% 236

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners's ACH Position: Q4 2022 in Review

Boston Partners sold out of Accendra Health (ACH) in Q4 2022, closing a stake of 605,659 shares — an estimated $14M sold.

Boston Partners first reported a position in ACH in Q2 2013 and held it in 19 quarters. The position peaked at $24.1M in Q1 2016. 217 funds tracked by Wall St. Rank hold ACH as of Q4 2022.

  • Boston Partners reported no remaining Accendra Health position as of Q4 2022 after selling out during the quarter.
  • Boston Partners sold 605,659 Accendra Health shares in Q4 2022, an estimated $14M.
  • Boston Partners first reported a position in Accendra Health in Q2 2013 and held it in 19 quarters.
  • Boston Partners's Accendra Health position peaked at $24.1M in Q1 2016.
  • 217 funds tracked by Wall St. Rank held Accendra Health as of Q4 2022.

Based on Boston Partners's 13F filing for Q4 2022, filed 8 Feb 2023.