EIM
ACCD

Essex Investment Management’s Accolade Inc ACCD Stock Holding History

Essex Investment Management’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-970
Closed -$13.9K – 417
2023
Q1 		$13.9K Hold
970
– – ﹤0.01% 358
2022
Q4 		$8K Hold
970
– – ﹤0.01% 379
2022
Q3 		$11K Hold
970
– – ﹤0.01% 367
2022
Q2 		$7K Sell
970
-180,123
-99% -$1.58M ﹤0.01% 401
2022
Q1 		$3.18M Buy
181,093
+99,481
+122% +$1.83M 0.4% 71
2021
Q4 		$2.15M Sell
81,612
-29,842
-27% -$978K 0.25% 130
2021
Q3 		$4.7M Buy
111,454
+75,674
+211% +$3.56M 0.58% 43
2021
Q2 		$1.94M Buy
+35,780
New +$1.74M 0.23% 146

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's ACCD Position: Q2 2023 in Review

Essex Investment Management sold out of Accolade Inc (ACCD) in Q2 2023, closing a stake of 970 shares — an estimated $13.9K sold.

Essex Investment Management first reported a position in ACCD in Q2 2021 and held it in 8 quarters. The position peaked at $4.7M in Q3 2021. 156 funds tracked by Wall St. Rank hold ACCD as of Q2 2023.

  • Essex Investment Management reported no remaining Accolade Inc position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 970 Accolade Inc shares in Q2 2023, an estimated $13.9K.
  • Essex Investment Management first reported a position in Accolade Inc in Q2 2021 and held it in 8 quarters.
  • Essex Investment Management's Accolade Inc position peaked at $4.7M in Q3 2021.
  • 156 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.