EST
ACH

EA Series Trust’s Accendra Health ACH Stock Holding History

EA Series Trust’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
Q2 		$4.37M Buy
+229,672
New +$4.1M 0.15% 165

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

EA Series Trust's ACH Position: Q2 2023 in Review

EA Series Trust opened a new position in Accendra Health (ACH) in Q2 2023: 229,672 shares worth $4.37M. The stake represents 0.15% of the portfolio and ranks #165 among its holdings.

230 funds tracked by Wall St. Rank hold ACH as of Q2 2023.

  • EA Series Trust held 229,672 shares of Accendra Health worth $4.37M as of Q2 2023.
  • Accendra Health was a new EA Series Trust position in Q2 2023.
  • Accendra Health made up 0.15% of EA Series Trust's portfolio in Q2 2023, its #165 holding.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.