Elm Advisors’s Accenture ACN Stock Holding History

Elm Advisors’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
2021 Q1	–	Sell	-75	Closed	-$20K	–	90
2020 Q4	$20K	Buy	+75	New	+$18K	0.01%	201
2018 Q4	–	Sell	-75	Closed	-$13K	–	82
2018 Q3	$13K	Buy	+75	New	+$12.5K	0.01%	242

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elm Advisors's ACN Position: Q1 2021 in Review

Elm Advisors sold out of Accenture (ACN) in Q1 2021, closing a stake of 75 shares — an estimated $20K sold.

Elm Advisors first reported a position in ACN in Q3 2018 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 1,832 funds tracked by Wall St. Rank hold ACN as of Q1 2021.

Elm Advisors reported no remaining Accenture position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 75 Accenture shares in Q1 2021, an estimated $20K.
Elm Advisors first reported a position in Accenture in Q3 2018 and held it in 2 quarters.
Elm Advisors's Accenture position peaked at $20K in Q4 2020.
1,832 funds tracked by Wall St. Rank held Accenture as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.