CIP
ACH

Chartwell Investment Partners’s Accendra Health ACH Stock Holding History

Chartwell Investment Partners’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-41,190
Closed -$1.29M – 427
2022
Q2 		$1.29M Sell
41,190
-13,829
-25% -$501K 0.05% 328
2022
Q1 		$2.42M Buy
55,019
+2,304
+4% +$98.9K 0.08% 273
2021
Q4 		$2.29M Sell
52,715
-993
-2% -$38.9K 0.07% 289
2021
Q3 		$1.68M Hold
53,708
– – 0.05% 321
2021
Q2 		$2.27M Buy
53,708
+485
+0.9% +$18.9K 0.07% 279
2021
Q1 		$2M Sell
53,223
-32,630
-38% -$1.02M 0.06% 286
2020
Q4 		$2.32M Buy
85,853
+53,976
+169% +$1.39M 0.07% 265
2020
Q3 		$800K Buy
+31,877
New +$465K 0.03% 369

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chartwell Investment Partners's ACH Position: Q3 2022 in Review

Chartwell Investment Partners sold out of Accendra Health (ACH) in Q3 2022, closing a stake of 41,190 shares — an estimated $1.29M sold.

Chartwell Investment Partners first reported a position in ACH in Q3 2020 and held it in 8 quarters. The position peaked at $2.42M in Q1 2022. 227 funds tracked by Wall St. Rank hold ACH as of Q3 2022.

  • Chartwell Investment Partners reported no remaining Accendra Health position as of Q3 2022 after selling out during the quarter.
  • Chartwell Investment Partners sold 41,190 Accendra Health shares in Q3 2022, an estimated $1.29M.
  • Chartwell Investment Partners first reported a position in Accendra Health in Q3 2020 and held it in 8 quarters.
  • Chartwell Investment Partners's Accendra Health position peaked at $2.42M in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Accendra Health as of Q3 2022.

Based on Chartwell Investment Partners's 13F filing for Q3 2022, filed 27 Oct 2022.