CG
ACCD

Cutler Group’s Accolade Inc ACCD Stock Holding History

Cutler Group’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$41K Sell
22,000
-2,200
-9% -$25K 0.01% 759
2023
Q4 		$35K Buy
24,200
+16,600
+218% +$142K ﹤0.01% 1664
2023
Q3 		$13K Hold
7,600
– – ﹤0.01% 2341
2023
Q2 		$12K Sell
7,600
-400
-5% -$5.19K ﹤0.01% 2173
2023
Q1 		$8K Hold
8,000
– – ﹤0.01% 2501
2022
Q4 		$36K Buy
8,000
+4,900
+158% +$46.8K ﹤0.01% 1812
2022
Q3 		$10K Sell
3,100
-9,600
-76% -$105K ﹤0.01% 3166
2022
Q2 		$9K Buy
+12,700
New +$111K ﹤0.01% 3324
2021
Q3 		– Sell
-800
Closed -$5K – 6514
2021
Q2 		$5K Sell
800
-400
-33% -$19.4K ﹤0.01% 4503
2021
Q1 		$11K Buy
+1,200
New +$57.8K ﹤0.01% 3757

Other funds holding ACCD

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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

Cutler Group's ACCD Position: Q1 2024 in Review

Cutler Group reduced its Accolade Inc (ACCD) stake by 38% in Q1 2024, selling an estimated $51.2K and leaving 7,500 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #523.

Cutler Group first reported a position in ACCD in Q4 2020 and has held it in 10 quarters since. The position peaked at $144K in Q4 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q1 2024.

  • Cutler Group held 7,500 shares of Accolade Inc worth $78K as of Q1 2024.
  • Cutler Group sold 4,507 Accolade Inc shares in Q1 2024, an estimated $51.2K.
  • Accolade Inc made up 0.03% of Cutler Group's portfolio in Q1 2024, its #523 holding.
  • Cutler Group first reported a position in Accolade Inc in Q4 2020 and has held it in 10 quarters since.
  • Cutler Group's Accolade Inc position peaked at $144K in Q4 2023.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.