DI
ACH

Disciplined Investments’s Accendra Health ACH Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-12
Closed -$228 – 1108
2023
Q2 		$228 Buy
12
+9
+300% +$161 ﹤0.01% 1471
2023
Q1 		$44 Sell
3
-8
-73% -$143 ﹤0.01% 1642
2022
Q4 		$215 Buy
+11
New +$215 ﹤0.01% 1422
2022
Q3 		– Sell
-13
Closed – – 1501
2022
Q2 		$0 Hold
13
– – ﹤0.01% 1518
2022
Q1 		$1K Buy
+13
New +$558 ﹤0.01% 1111

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
DM
Deerfield Management New York $8.48B AUM 99.04% 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 $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Disciplined Investments's ACH Position: Q3 2023 in Review

Disciplined Investments sold out of Accendra Health (ACH) in Q3 2023, closing a stake of 12 shares — an estimated $228 sold.

Disciplined Investments first reported a position in ACH in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 211 funds tracked by Wall St. Rank hold ACH as of Q3 2023.

  • Disciplined Investments reported no remaining Accendra Health position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Accendra Health shares in Q3 2023, an estimated $228.
  • Disciplined Investments first reported a position in Accendra Health in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Accendra Health position peaked at $1K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Accendra Health as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.