EI
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Ellevest Inc’s Acco Brands ACCO Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-1,227
Closed -$6.53K – 366
2023
Q1 		$6.53K Buy
1,227
+998
+436% +$5.71K ﹤0.01% 1139
2022
Q4 		$1.28K Buy
+229
New +$1.19K ﹤0.01% 1464
2022
Q3 		– Sell
-120
Closed -$1K – 1569
2022
Q2 		$1K Sell
120
-154
-56% -$1.12K ﹤0.01% 1200
2022
Q1 		$2K Sell
274
-246
-47% -$2.04K ﹤0.01% 1166
2021
Q4 		$4K Buy
520
+169
+48% +$1.46K ﹤0.01% 1029
2021
Q3 		$3K Sell
351
-17
-5% -$150 ﹤0.01% 1044
2021
Q2 		$3K Buy
368
+120
+48% +$1.07K ﹤0.01% 957
2021
Q1 		$2K Hold
248
– – ﹤0.01% 1025
2020
Q4 		$2K Buy
248
+204
+464% +$1.48K ﹤0.01% 950
2020
Q3 		$0 Buy
+44
New +$288 ﹤0.01% 1115

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return