DT
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Diversified Trust’s Acco Brands ACCO Stock Holding History

Diversified Trust’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,058
Closed -$108K – 996
2025
Q2 		$108K Hold
30,058
– – ﹤0.01% 905
2025
Q1 		$126K Buy
30,058
+4,669
+18% +$22.9K ﹤0.01% 881
2024
Q4 		$133K Hold
25,389
– – ﹤0.01% 867
2024
Q3 		$139K Sell
25,389
-245
-1% -$1.24K ﹤0.01% 856
2024
Q2 		$120K Hold
25,634
– – ﹤0.01% 822
2024
Q1 		$144K Buy
25,634
+1,802
+8% +$10.7K ﹤0.01% 775
2023
Q4 		$145K Sell
23,832
-40
-0.2% -$212 ﹤0.01% 811
2023
Q3 		$137K Buy
23,872
+9,230
+63% +$51.5K 0.01% 770
2023
Q2 		$76.3K Buy
+14,642
New +$73.6K ﹤0.01% 803
2021
Q4 		– Sell
-15,630
Closed -$134K – 832
2021
Q3 		$134K Buy
+15,630
New +$138K ﹤0.01% 753

Other funds holding ACCO

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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