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Eagle Ridge Investment Management’s Accenture ACN Stock Holding History

Eagle Ridge Investment Management’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.06M Hold
3,018
– – 0.09% 70
2024
Q3 		$1.07M Buy
3,018
+8
+0.3% +$2.63K 0.09% 66
2024
Q2 		$913K Hold
3,010
– – 0.08% 73
2024
Q1 		$1.04M Hold
3,010
– – 0.1% 68
2023
Q4 		$1.06M Sell
3,010
-8
-0.3% -$2.58K 0.1% 72
2023
Q3 		$927K Sell
3,018
-5
-0.2% -$1.57K 0.1% 73
2023
Q2 		$933K Buy
3,023
+13
+0.4% +$3.78K 0.1% 74
2023
Q1 		$860K Hold
3,010
– – 0.1% 78
2022
Q4 		$803K Hold
3,010
– – 0.09% 83
2022
Q3 		$774K Hold
3,010
– – 0.1% 80
2022
Q2 		$836K Hold
3,010
– – 0.1% 78
2022
Q1 		$1.01M Sell
3,010
-61
-2% -$20.6K 0.11% 77
2021
Q4 		$1.27M Buy
3,071
+16
+0.5% +$5.83K 0.13% 75
2021
Q3 		$977K Buy
3,055
+100
+3% +$32.5K 0.11% 77
2021
Q2 		$871K Hold
2,955
– – 0.1% 78
2021
Q1 		$816K Hold
2,955
– – 0.1% 78
2020
Q4 		$772K Sell
2,955
-289
-9% -$69.3K 0.1% 82
2020
Q3 		$733K Buy
3,244
+45
+1% +$10.3K 0.1% 82
2020
Q2 		$687K Sell
3,199
-125
-4% -$23.6K 0.1% 78
2020
Q1 		$543K Sell
3,324
-34
-1% -$6.55K 0.09% 82
2019
Q4 		$707K Hold
3,358
– – 0.09% 86
2019
Q3 		$646K Hold
3,358
– – 0.09% 90
2019
Q2 		$620K Buy
3,358
+34
+1% +$6.11K 0.09% 92
2019
Q1 		$585K Hold
3,324
– – 0.09% 93
2018
Q4 		$469K Sell
3,324
-98
-3% -$15.5K 0.08% 102
2018
Q3 		$582K Hold
3,422
– – 0.08% 100
2018
Q2 		$560K Sell
3,422
-60
-2% -$9.33K 0.08% 103
2018
Q1 		$534K Buy
3,482
+825
+31% +$131K 0.08% 106
2017
Q4 		$407K Hold
2,657
– – 0.06% 125
2017
Q3 		$359K Buy
+2,657
New +$346K 0.06% 125

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Eagle Ridge Investment Management's ACN Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Accenture (ACN) position steady in Q4 2024 at 3,018 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #70.

Eagle Ridge Investment Management first reported a position in ACN in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.27M in Q4 2021. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Eagle Ridge Investment Management held 3,018 shares of Accenture worth $1.06M as of Q4 2024.
  • Eagle Ridge Investment Management left its Accenture share count unchanged in Q4 2024.
  • Accenture made up 0.09% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #70 holding.
  • Eagle Ridge Investment Management first reported a position in Accenture in Q3 2017 and has held it in 30 quarters since.
  • Eagle Ridge Investment Management's Accenture position peaked at $1.27M in Q4 2021.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.