Carmel Capital Partners’s Accenture ACN Stock Holding History

Carmel Capital Partners’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-379	Closed	-$116K	–	155
2023 Q3	$116K	Buy	379 +327	+629%	+$103K	0.05%	180
2023 Q2	$16K	Sell	52 -368	-88%	-$107K	0.01%	264
2023 Q1	$120K	Buy	+420	New	+$114K	0.07%	173
2022 Q2	–	Sell	-710	Closed	-$239K	–	113
2022 Q1	$239K	Buy	710 +6	+0.9%	+$2.02K	0.2%	100
2021 Q4	$292K	Buy	+704	New	+$257K	0.22%	90

Other funds holding ACN

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmel Capital Partners's ACN Position: Q4 2023 in Review

Carmel Capital Partners sold out of Accenture (ACN) in Q4 2023, closing a stake of 379 shares — an estimated $116K sold.

Carmel Capital Partners first reported a position in ACN in Q4 2021 and held it in 5 quarters. The position peaked at $292K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

Carmel Capital Partners reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 379 Accenture shares in Q4 2023, an estimated $116K.
Carmel Capital Partners first reported a position in Accenture in Q4 2021 and held it in 5 quarters.
Carmel Capital Partners's Accenture position peaked at $292K in Q4 2021.
2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.