CIP
ACH

Convergence Investment Partners’s Accendra Health ACH Stock Holding History

Convergence 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
2024
Q2 		– Sell
-22,290
Closed -$618K – 274
2024
Q1 		$618K Buy
+22,290
New +$495K 0.24% 118
2021
Q3 		– Sell
-6,797
Closed -$288K – 257
2021
Q2 		$288K Sell
6,797
-1,946
-22% -$75.7K 0.12% 168
2021
Q1 		$329K Buy
8,743
+154
+2% +$4.82K 0.15% 142
2020
Q4 		$232K Buy
+8,589
New +$221K 0.12% 161
2018
Q2 		– Sell
-233
Closed -$4K – 713
2018
Q1 		$4K Buy
+233
New +$4.15K ﹤0.01% 880
2017
Q4 		– Sell
-32,045
Closed -$936K – 330
2017
Q3 		$936K Sell
32,045
-193
-0.6% -$5.7K 0.13% 236
2017
Q2 		$1.04M Sell
32,238
-46,947
-59% -$1.54M 0.15% 241
2017
Q1 		$2.74M Buy
79,185
+37,449
+90% +$1.34M 0.38% 93
2016
Q4 		$1.47M Sell
41,736
-74,882
-64% -$2.53M 0.2% 204
2016
Q3 		$4.05M Sell
116,618
-48,468
-29% -$1.7M 0.6% 38
2016
Q2 		$6.17M Buy
165,086
+620
+0.4% +$23.3K 0.85% 14
2016
Q1 		$6.65M Buy
164,466
+79,253
+93% +$2.95M 0.79% 18
2015
Q4 		$3.07M Buy
85,213
+50,552
+146% +$1.83M 0.34% 103
2015
Q3 		$1.11M Buy
+34,661
New +$1.18M 0.13% 248
2014
Q3 		– Sell
-107,687
Closed -$3.66M – 409
2014
Q2 		$3.66M Buy
107,687
+3,490
+3% +$120K 0.48% 55
2014
Q1 		$3.65M Buy
104,197
+23,012
+28% +$812K 0.56% 38
2013
Q4 		$2.97M Buy
+81,185
New +$2.98M 0.48% 58

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Convergence Investment Partners's ACH Position: Q2 2024 in Review

Convergence Investment Partners sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 22,290 shares — an estimated $618K sold.

Convergence Investment Partners first reported a position in ACH in Q4 2013 and held it in 17 quarters. The position peaked at $6.65M in Q1 2016. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Convergence Investment Partners reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 22,290 Accendra Health shares in Q2 2024, an estimated $618K.
  • Convergence Investment Partners first reported a position in Accendra Health in Q4 2013 and held it in 17 quarters.
  • Convergence Investment Partners's Accendra Health position peaked at $6.65M in Q1 2016.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Convergence Investment Partners's 13F filing for Q2 2024, filed 1 Aug 2024.