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Caldwell Trust’s Acco Brands ACCO Stock Holding History

Caldwell Trust’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-211
Closed -$1.74K – 746
2021
Q4 		$1.74K Buy
+211
New +$1.82K ﹤0.01% 716
2021
Q2 		– Sell
-211
Closed -$1.78K – 738
2021
Q1 		$1.78K Buy
+211
New +$1.82K ﹤0.01% 701

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Caldwell Trust's ACCO Position: Q1 2022 in Review

Caldwell Trust sold out of Acco Brands (ACCO) in Q1 2022, closing a stake of 211 shares — an estimated $1.74K sold.

Caldwell Trust first reported a position in ACCO in Q1 2021 and held it in 2 quarters. The position peaked at $1.78K in Q1 2021. 213 funds tracked by Wall St. Rank hold ACCO as of Q1 2022.

  • Caldwell Trust reported no remaining Acco Brands position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 211 Acco Brands shares in Q1 2022, an estimated $1.74K.
  • Caldwell Trust first reported a position in Acco Brands in Q1 2021 and held it in 2 quarters.
  • Caldwell Trust's Acco Brands position peaked at $1.78K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Acco Brands as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.