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Ethic Inc’s Acco Brands ACCO Stock Holding History

Ethic 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
Q4 		– Sell
-12,886
Closed -$74K – 1049
2023
Q3 		$74K Buy
+12,886
New +$71.9K ﹤0.01% 988
2023
Q2 		– Sell
-13,085
Closed -$69.6K – 970
2023
Q1 		$69.6K Buy
13,085
+1,505
+13% +$8.61K ﹤0.01% 938
2022
Q4 		$64.7K Buy
+11,580
New +$60.2K ﹤0.01% 881

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ethic Inc's ACCO Position: Q4 2023 in Review

Ethic Inc sold out of Acco Brands (ACCO) in Q4 2023, closing a stake of 12,886 shares — an estimated $74K sold.

Ethic Inc first reported a position in ACCO in Q4 2022 and held it in 3 quarters. The position peaked at $74K in Q3 2023. 222 funds tracked by Wall St. Rank hold ACCO as of Q4 2023.

  • Ethic Inc reported no remaining Acco Brands position as of Q4 2023 after selling out during the quarter.
  • Ethic Inc sold 12,886 Acco Brands shares in Q4 2023, an estimated $74K.
  • Ethic Inc first reported a position in Acco Brands in Q4 2022 and held it in 3 quarters.
  • Ethic Inc's Acco Brands position peaked at $74K in Q3 2023.
  • 222 funds tracked by Wall St. Rank held Acco Brands as of Q4 2023.

Based on Ethic Inc's 13F filing for Q4 2023, filed 14 Feb 2024.