Charter Research & Investment Group’s Accenture ACN Stock Holding History

Charter Research & Investment Group’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
2024 Q2	–	Sell	-587	Closed	-$203K	–	82
2024 Q1	$203K	Hold	587	–	–	0.16%	84
2023 Q4	$206K	Buy	+587	New	+$189K	0.17%	84
2021 Q2	–	Sell	-2,126	Closed	-$587K	–	81
2021 Q1	$587K	Buy	2,126 +25	+1%	+$6.46K	0.51%	46
2020 Q4	$549K	Sell	2,101 -935	-31%	-$224K	0.53%	45
2020 Q3	$686K	Hold	3,036	–	–	0.75%	34
2020 Q2	$652K	Sell	3,036 -16	-0.5%	-$3.03K	0.75%	33
2020 Q1	$498K	Sell	3,052 -5,000	-62%	-$963K	0.66%	39
2019 Q4	$1.7M	Hold	8,052	–	–	1.72%	21
2019 Q3	$1.55M	Hold	8,052	–	–	1.68%	23
2019 Q2	$1.49M	Hold	8,052	–	–	1.65%	24
2019 Q1	$1.42M	Sell	8,052 -100	-1%	-$15.7K	1.57%	25
2018 Q4	$1.15M	Hold	8,152	–	–	1.45%	30
2018 Q3	$1.39M	Buy	+8,152	New	+$1.36M	1.51%	28

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Charter Research & Investment Group's ACN Position: Q2 2024 in Review

Charter Research & Investment Group sold out of Accenture (ACN) in Q2 2024, closing a stake of 587 shares — an estimated $203K sold.

Charter Research & Investment Group first reported a position in ACN in Q3 2018 and held it in 13 quarters. The position peaked at $1.7M in Q4 2019. 2,300 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

Charter Research & Investment Group reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
Charter Research & Investment Group sold 587 Accenture shares in Q2 2024, an estimated $203K.
Charter Research & Investment Group first reported a position in Accenture in Q3 2018 and held it in 13 quarters.
Charter Research & Investment Group's Accenture position peaked at $1.7M in Q4 2019.
2,300 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Charter Research & Investment Group's 13F filing for Q2 2024, filed 14 Aug 2024.