EP
ACH

Elkfork Partners’s Accendra Health ACH Stock Holding History

Elkfork Partners’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
2019
Q1 		– Sell
-16,966
Closed -$107K – 1039
2018
Q4 		$107K Hold
16,966
– – ﹤0.01% 885
2018
Q3 		$280K Buy
16,966
+2,482
+17% +$42.2K 0.01% 760
2018
Q2 		$242K Buy
14,484
+4,658
+47% +$75.4K 0.01% 737
2018
Q1 		$153K Hold
9,826
– – ﹤0.01% 853
2017
Q4 		$186K Buy
9,826
+374
+4% +$8.29K 0.01% 804
2017
Q3 		$276K Buy
9,452
+1,156
+14% +$34.1K 0.01% 644
2017
Q2 		$267K Buy
8,296
+3,196
+63% +$105K 0.01% 621
2017
Q1 		$176K Buy
5,100
+952
+23% +$34K 0.01% 616
2016
Q4 		$146K Buy
+4,148
New +$140K ﹤0.01% 640

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Elkfork Partners's ACH Position: Q1 2019 in Review

Elkfork Partners sold out of Accendra Health (ACH) in Q1 2019, closing a stake of 16,966 shares — an estimated $107K sold.

Elkfork Partners first reported a position in ACH in Q4 2016 and held it in 9 quarters. The position peaked at $280K in Q3 2018. 187 funds tracked by Wall St. Rank hold ACH as of Q1 2019.

  • Elkfork Partners reported no remaining Accendra Health position as of Q1 2019 after selling out during the quarter.
  • Elkfork Partners sold 16,966 Accendra Health shares in Q1 2019, an estimated $107K.
  • Elkfork Partners first reported a position in Accendra Health in Q4 2016 and held it in 9 quarters.
  • Elkfork Partners's Accendra Health position peaked at $280K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Accendra Health as of Q1 2019.

Based on Elkfork Partners's 13F filing for Q1 2019, filed 13 May 2019.