EWM
ACH

Evercore Wealth Management’s Accendra Health ACH Stock Holding History

Evercore Wealth Management’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
2022
Q2 		– Sell
-7,873
Closed -$347K – 421
2022
Q1 		$347K Hold
7,873
– – 0.01% 328
2021
Q4 		$342K Hold
7,873
– – 0.01% 336
2021
Q3 		$246K Hold
7,873
– – ﹤0.01% 390
2021
Q2 		$333K Hold
7,873
– – 0.01% 351
2021
Q1 		$296K Hold
7,873
– – 0.01% 365
2020
Q4 		$213K Buy
+7,873
New +$203K ﹤0.01% 404

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evercore Wealth Management's ACH Position: Q2 2022 in Review

Evercore Wealth Management sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 7,873 shares — an estimated $347K sold.

Evercore Wealth Management first reported a position in ACH in Q4 2020 and held it in 6 quarters. The position peaked at $347K in Q1 2022. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

  • Evercore Wealth Management reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 7,873 Accendra Health shares in Q2 2022, an estimated $347K.
  • Evercore Wealth Management first reported a position in Accendra Health in Q4 2020 and held it in 6 quarters.
  • Evercore Wealth Management's Accendra Health position peaked at $347K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.