Fulcrum Capital’s Accenture ACN Stock Holding History

Fulcrum Capital’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-747	Closed	-$239K	–	86
2021 Q3	$239K	Hold	747	–	–	0.06%	80
2021 Q2	$220K	Sell	747 -35	-4%	-$10K	0.06%	79
2021 Q1	$216K	Sell	782 -410	-34%	-$106K	0.06%	80
2020 Q4	$311K	Buy	+1,192	New	+$286K	0.09%	63
2020 Q1	–	Sell	-990	Closed	-$208K	–	64
2019 Q4	$208K	Buy	+990	New	+$193K	0.06%	72
2019 Q3	–	Sell	-5,190	Closed	-$959K	–	76
2019 Q2	$959K	Buy	5,190 +360	+7%	+$64.7K	0.35%	41
2019 Q1	$850K	Hold	4,830	–	–	0.32%	42
2018 Q4	$681K	Sell	4,830 -1,500	-24%	-$237K	0.31%	43
2018 Q3	$1.08M	Hold	6,330	–	–	0.42%	44
2018 Q2	$1.04M	Hold	6,330	–	–	0.49%	39
2018 Q1	$972K	Buy	6,330 +42	+0.7%	+$6.65K	0.32%	47
2017 Q4	$963K	Buy	+6,288	New	+$911K	0.31%	47

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fulcrum Capital's ACN Position: Q4 2021 in Review

Fulcrum Capital sold out of Accenture (ACN) in Q4 2021, closing a stake of 747 shares — an estimated $239K sold.

Fulcrum Capital first reported a position in ACN in Q4 2017 and held it in 12 quarters. The position peaked at $1.08M in Q3 2018. 2,105 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

Fulcrum Capital reported no remaining Accenture position as of Q4 2021 after selling out during the quarter.
Fulcrum Capital sold 747 Accenture shares in Q4 2021, an estimated $239K.
Fulcrum Capital first reported a position in Accenture in Q4 2017 and held it in 12 quarters.
Fulcrum Capital's Accenture position peaked at $1.08M in Q3 2018.
2,105 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Fulcrum Capital's 13F filing for Q4 2021, filed 25 Jan 2022.