Brinker Capital Investments’s Accolade Inc ACCD Stock Holding History

Brinker Capital Investments’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
2023 Q4	–	Sell	-61,463	Closed	-$650K	–	1770
2023 Q3	$650K	Sell	61,463 -4,235	-6%	-$55.6K	0.01%	1101
2023 Q2	$885K	Sell	65,698 -4,266	-6%	-$55.4K	0.01%	999
2023 Q1	$1.01M	Sell	69,964 -6,555	-9%	-$74.2K	0.01%	867
2022 Q4	$596K	Sell	76,519 -7,032	-8%	-$67.1K	0.01%	919
2022 Q3	$954K	Sell	83,551 -2,864	-3%	-$31.2K	0.02%	728
2022 Q2	$639K	Buy	86,415 +46,206	+115%	+$404K	0.01%	886
2022 Q1	$706K	Sell	40,209 -1,215	-3%	-$22.4K	0.01%	923
2021 Q4	$1.09M	Sell	41,424 -43,644	-51%	-$1.43M	0.02%	787
2021 Q3	$4.62M	Hold	85,068	–	–	0.07%	277
2021 Q2	$4.62M	Buy	+85,068	New	+$4.13M	0.06%	319

Other funds holding ACCD

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Brinker Capital Investments's ACCD Position: Q4 2023 in Review

Brinker Capital Investments sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 61,463 shares — an estimated $650K sold.

Brinker Capital Investments first reported a position in ACCD in Q2 2021 and held it in 10 quarters. The position peaked at $4.62M in Q3 2021. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

Brinker Capital Investments reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
Brinker Capital Investments sold 61,463 Accolade Inc shares in Q4 2023, an estimated $650K.
Brinker Capital Investments first reported a position in Accolade Inc in Q2 2021 and held it in 10 quarters.
Brinker Capital Investments's Accolade Inc position peaked at $4.62M in Q3 2021.
141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.