FP
ACH

Foundry Partners’s Accendra Health ACH Stock Holding History

Foundry 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
Q4 		– Sell
-333,843
Closed -$5.24M – 295
2024
Q3 		$5.24M Buy
+333,843
New +$5.06M 0.26% 121
2018
Q1 		– Sell
-348,874
Closed -$6.59M – 410
2017
Q4 		$6.59M Buy
348,874
+11,059
+3% +$245K 0.27% 132
2017
Q3 		$9.86M Buy
337,815
+26,448
+8% +$781K 0.39% 88
2017
Q2 		$10M Buy
311,367
+50,381
+19% +$1.65M 0.41% 86
2017
Q1 		$9.03M Buy
260,986
+37,407
+17% +$1.34M 0.38% 88
2016
Q4 		$7.89M Hold
223,579
– – 0.34% 96
2016
Q3 		$7.76M Buy
223,579
+9,210
+4% +$322K 0.41% 90
2016
Q2 		$8.01M Buy
+214,369
New +$8.06M 0.45% 79

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
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Foundry Partners's ACH Position: Q4 2024 in Review

Foundry Partners sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 333,843 shares — an estimated $5.24M sold.

Foundry Partners first reported a position in ACH in Q2 2016 and held it in 8 quarters. The position peaked at $10M in Q2 2017. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.

  • Foundry Partners reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
  • Foundry Partners sold 333,843 Accendra Health shares in Q4 2024, an estimated $5.24M.
  • Foundry Partners first reported a position in Accendra Health in Q2 2016 and held it in 8 quarters.
  • Foundry Partners's Accendra Health position peaked at $10M in Q2 2017.
  • 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.

Based on Foundry Partners's 13F filing for Q4 2024, filed 12 Feb 2025.