Franklin Resources
ACCD

Franklin Resources’s Accolade Inc ACCD Stock Holding History

Franklin Resources’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
2024
Q4 		– Sell
-38,437
Closed -$141K – 3045
2024
Q3 		$141K Buy
38,437
+8
+0% +$31 ﹤0.01% 2710
2024
Q2 		$138K Buy
38,429
+5,464
+17% +$41.4K ﹤0.01% 2632
2024
Q1 		$345K Hold
32,965
– – ﹤0.01% 2410
2023
Q4 		$396K Buy
32,965
+130
+0.4% +$1.11K ﹤0.01% 2051
2023
Q3 		$347K Hold
32,835
– – ﹤0.01% 2093
2023
Q2 		$442K Buy
32,835
+32,571
+12,338% +$423K ﹤0.01% 2019
2023
Q1 		$3.8K Buy
264
+27
+11% +$306 ﹤0.01% 2298
2022
Q4 		$1.85K Buy
237
+20
+9% +$191 ﹤0.01% 2323
2022
Q3 		$2K Buy
217
+34
+19% +$371 ﹤0.01% 2298
2022
Q2 		$1K Sell
183
-975,555
-100% -$8.53M ﹤0.01% 2353
2022
Q1 		$17.1M Buy
975,738
+255,259
+35% +$4.7M 0.01% 891
2021
Q4 		$19M Sell
720,479
-164,725
-19% -$5.4M 0.01% 900
2021
Q3 		$37.3M Buy
885,204
+25,186
+3% +$1.18M 0.01% 740
2021
Q2 		$46.7M Buy
860,018
+86,603
+11% +$4.21M 0.02% 672
2021
Q1 		$35.1M Buy
773,415
+362,508
+88% +$17.4M 0.01% 710
2020
Q4 		$17.9M Buy
410,907
+91,510
+29% +$4.06M 0.01% 836
2020
Q3 		$12.4M Buy
+319,397
New +$11M 0.01% 864

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FG
Fairman Group Chesterbrook, Pennsylvania $117M AUM 5.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Franklin Resources's ACCD Position: Q4 2024 in Review

Franklin Resources sold out of Accolade Inc (ACCD) in Q4 2024, closing a stake of 38,437 shares — an estimated $141K sold.

Franklin Resources first reported a position in ACCD in Q3 2020 and held it in 17 quarters. The position peaked at $46.7M in Q2 2021. 155 funds tracked by Wall St. Rank hold ACCD as of Q4 2024.

  • Franklin Resources reported no remaining Accolade Inc position as of Q4 2024 after selling out during the quarter.
  • Franklin Resources sold 38,437 Accolade Inc shares in Q4 2024, an estimated $141K.
  • Franklin Resources first reported a position in Accolade Inc in Q3 2020 and held it in 17 quarters.
  • Franklin Resources's Accolade Inc position peaked at $46.7M in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2024.

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