GI
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Gradient Investments’s Acco Brands ACCO Stock Holding History

Gradient Investments’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-145
Closed -$881 – 1237
2023
Q4 		$881 Buy
145
+2
+1% +$11 ﹤0.01% 1460
2023
Q3 		$820 Hold
143
– – ﹤0.01% 1429
2023
Q2 		$745 Buy
143
+4
+3% +$20 ﹤0.01% 1447
2023
Q1 		$739 Hold
139
– – ﹤0.01% 1238
2022
Q4 		$776 Buy
+139
New +$722 ﹤0.01% 1243
2015
Q3 		– Sell
-10
Closed – – 586
2015
Q2 		$0 Hold
10
– – ﹤0.01% 624
2015
Q1 		$0 Buy
+10
New +$79 ﹤0.01% 638
2014
Q4 		– Sell
-10
Closed – – 573
2014
Q3 		$0 Hold
10
– – ﹤0.01% 483
2014
Q2 		$0 Hold
10
– – ﹤0.01% 497
2014
Q1 		$0 Buy
+10
New +$61 ﹤0.01% 517

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's ACCO Position: Q1 2024 in Review

Gradient Investments sold out of Acco Brands (ACCO) in Q1 2024, closing a stake of 145 shares — an estimated $881 sold.

Gradient Investments first reported a position in ACCO in Q1 2014 and held it in 10 quarters. The position peaked at $881 in Q4 2023. 230 funds tracked by Wall St. Rank hold ACCO as of Q1 2024.

  • Gradient Investments reported no remaining Acco Brands position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 145 Acco Brands shares in Q1 2024, an estimated $881.
  • Gradient Investments first reported a position in Acco Brands in Q1 2014 and held it in 10 quarters.
  • Gradient Investments's Acco Brands position peaked at $881 in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Acco Brands as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.