Cavalier Investments’s Accenture ACN Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-2,561	Closed	-$683K	–	65
2022 Q4	$683K	Sell	2,561 -154	-6%	-$42.6K	0.25%	65
2022 Q3	$699K	Sell	2,715 -926	-25%	-$268K	0.25%	57
2022 Q2	$1.01M	Sell	3,641 -337	-8%	-$101K	0.35%	54
2022 Q1	$1.34M	Sell	3,978 -1,710	-30%	-$577K	0.35%	65
2021 Q4	$2.36M	Buy	5,688 +361	+7%	+$132K	0.61%	45
2021 Q3	$1.7M	Sell	5,327 -100	-2%	-$32.5K	0.54%	52
2021 Q2	$1.6M	Sell	5,427 -147	-3%	-$42.1K	0.58%	65
2021 Q1	$1.54M	Buy	5,574 +292	+6%	+$75.5K	0.67%	54
2020 Q4	$1.38M	Buy	5,282 +1,321	+33%	+$317K	0.63%	57
2020 Q3	$895K	Sell	3,961 -2,251	-36%	-$516K	0.61%	35
2020 Q2	$1.33M	Buy	+6,212	New	+$1.17M	0.77%	23

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cavalier Investments's ACN Position: Q1 2023 in Review

Cavalier Investments sold out of Accenture (ACN) in Q1 2023, closing a stake of 2,561 shares — an estimated $683K sold.

Cavalier Investments first reported a position in ACN in Q2 2020 and held it in 11 quarters. The position peaked at $2.36M in Q4 2021. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

Cavalier Investments reported no remaining Accenture position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 2,561 Accenture shares in Q1 2023, an estimated $683K.
Cavalier Investments first reported a position in Accenture in Q2 2020 and held it in 11 quarters.
Cavalier Investments's Accenture position peaked at $2.36M in Q4 2021.
2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.