GIA
ACH

GHP Investment Advisors’s Accendra Health ACH Stock Holding History

GHP Investment Advisors’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
-800
Closed -$12.6K – 1023
2024
Q3 		$12.6K Hold
800
– – ﹤0.01% 685
2024
Q2 		$10.8K Hold
800
– – ﹤0.01% 680
2024
Q1 		$22.2K Hold
800
– – ﹤0.01% 571
2023
Q4 		$15.4K Hold
800
– – ﹤0.01% 603
2023
Q3 		$11.9K Hold
800
– – ﹤0.01% 676
2023
Q2 		$16.1K Hold
800
– – ﹤0.01% 615
2023
Q1 		$11.6K Sell
800
-303
-27% -$5.43K ﹤0.01% 658
2022
Q4 		$21.5K Hold
1,103
– – ﹤0.01% 575
2022
Q3 		$27K Hold
1,103
– – ﹤0.01% 542
2022
Q2 		$35K Sell
1,103
-124
-10% -$4.49K ﹤0.01% 522
2022
Q1 		$54K Buy
+1,227
New +$52.7K ﹤0.01% 486
2018
Q4 		– Sell
-23,058
Closed -$381K – 299
2018
Q3 		$381K Buy
23,058
+1,970
+9% +$33.5K 0.05% 243
2018
Q2 		$352K Buy
21,088
+1,493
+8% +$24.2K 0.05% 250
2018
Q1 		$305K Buy
19,595
+338
+2% +$6.03K 0.04% 256
2017
Q4 		$364K Sell
19,257
-22,542
-54% -$500K 0.05% 248
2017
Q3 		$1.22M Buy
41,799
+2,729
+7% +$80.6K 0.19% 151
2017
Q2 		$1.26M Buy
39,070
+2,036
+5% +$66.8K 0.2% 144
2017
Q1 		$1.28M Buy
37,034
+3,844
+12% +$137K 0.22% 130
2016
Q4 		$1.17M Buy
33,190
+2,942
+10% +$99.4K 0.22% 132
2016
Q3 		$1.05M Buy
30,248
+820
+3% +$28.7K 0.21% 134
2016
Q2 		$1.1M Buy
29,428
+48
+0.2% +$1.8K 0.24% 123
2016
Q1 		$1.19M Buy
29,380
+1,229
+4% +$45.8K 0.27% 103
2015
Q4 		$1.01M Buy
28,151
+2,630
+10% +$95.1K 0.24% 119
2015
Q3 		$815K Buy
25,521
+3,910
+18% +$133K 0.21% 136
2015
Q2 		$726K Buy
21,611
+7,569
+54% +$255K 0.18% 143
2015
Q1 		$475K Buy
14,042
+1,026
+8% +$35.7K 0.12% 177
2014
Q4 		$457K Buy
13,016
+249
+2% +$8.38K 0.13% 173
2014
Q3 		$418K Buy
12,767
+780
+7% +$26.5K 0.12% 183
2014
Q2 		$407K Buy
11,987
+1,317
+12% +$45.1K 0.12% 186
2014
Q1 		$374K Buy
10,670
+6
+0.1% +$212 0.12% 187
2013
Q4 		$390K Buy
10,664
+274
+3% +$10.1K 0.13% 178
2013
Q3 		$359K Buy
10,390
+902
+10% +$31.6K 0.13% 180
2013
Q2 		$321K Buy
+9,488
New +$315K 0.13% 182

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
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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

GHP Investment Advisors's ACH Position: Q4 2024 in Review

GHP Investment Advisors sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 800 shares — an estimated $12.6K sold.

GHP Investment Advisors first reported a position in ACH in Q2 2013 and held it in 33 quarters. The position peaked at $1.28M in Q1 2017. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.

  • GHP Investment Advisors reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 800 Accendra Health shares in Q4 2024, an estimated $12.6K.
  • GHP Investment Advisors first reported a position in Accendra Health in Q2 2013 and held it in 33 quarters.
  • GHP Investment Advisors's Accendra Health position peaked at $1.28M in Q1 2017.
  • 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.