EIP
ACH

Epoch Investment Partners’s Accendra Health ACH Stock Holding History

Epoch Investment 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
2024
Q2 		– Sell
-530,434
Closed -$14.7M – 407
2024
Q1 		$14.7M Buy
530,434
+113,587
+27% +$2.52M 0.07% 218
2023
Q4 		$8.03M Sell
416,847
-48,080
-10% -$871K 0.04% 273
2023
Q3 		$7.51M Sell
464,927
-285,765
-38% -$5.07M 0.05% 272
2023
Q2 		$14.3M Buy
750,692
+2,322
+0.3% +$41.4K 0.08% 224
2023
Q1 		$10.9M Buy
748,370
+132,948
+22% +$2.38M 0.06% 266
2022
Q4 		$12M Sell
615,422
-241,220
-28% -$4.7M 0.07% 252
2022
Q3 		$20.6M Buy
856,642
+65,520
+8% +$2.02M 0.13% 192
2022
Q2 		$24.9M Sell
791,122
-49,075
-6% -$1.78M 0.15% 189
2022
Q1 		$37M Sell
840,197
-52,382
-6% -$2.25M 0.18% 159
2021
Q4 		$38.8M Buy
892,579
+83,808
+10% +$3.29M 0.2% 156
2021
Q3 		$25.3M Buy
808,771
+429,657
+113% +$16.9M 0.14% 182
2021
Q2 		$16M Buy
379,114
+20,033
+6% +$779K 0.09% 207
2021
Q1 		$13.5M Buy
359,081
+35,863
+11% +$1.12M 0.06% 222
2020
Q4 		$8.74M Buy
+323,218
New +$8.31M 0.04% 244

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Epoch Investment Partners's ACH Position: Q2 2024 in Review

Epoch Investment Partners sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 530,434 shares — an estimated $14.7M sold.

Epoch Investment Partners first reported a position in ACH in Q4 2020 and held it in 14 quarters. The position peaked at $38.8M in Q4 2021. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Epoch Investment Partners reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 530,434 Accendra Health shares in Q2 2024, an estimated $14.7M.
  • Epoch Investment Partners first reported a position in Accendra Health in Q4 2020 and held it in 14 quarters.
  • Epoch Investment Partners's Accendra Health position peaked at $38.8M in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Epoch Investment Partners's 13F filing for Q2 2024, filed 13 Aug 2024.