GYL Financial Synergies’s Accenture ACN Stock Holding History

GYL Financial Synergies’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
2024 Q3	$435K	Sell	1,231 -174	-12%	-$57.2K	0.03%	255
2024 Q2	$426K	Sell	1,405 -13,359	-90%	-$4.09M	0.03%	252
2024 Q1	$5.12M	Buy	14,764 +272	+2%	+$99.1K	0.4%	62
2023 Q4	$5.09M	Buy	14,492 +300	+2%	+$96.7K	0.42%	60
2023 Q3	$4.36M	Buy	14,192 +199	+1%	+$62.7K	0.42%	61
2023 Q2	$4.32M	Buy	13,993 +13,263	+1,817%	+$3.85M	0.39%	60
2023 Q1	$209K	Buy	+730	New	+$199K	0.03%	273
2022 Q2	–	Sell	-703	Closed	-$237K	–	193
2022 Q1	$237K	Sell	703 -32	-4%	-$10.8K	0.06%	183
2021 Q4	$304K	Buy	735 +49	+7%	+$17.9K	0.08%	163
2021 Q3	$219K	Buy	+686	New	+$223K	0.11%	175
2019 Q1	–	Sell	-1,489	Closed	-$210K	–	160
2018 Q4	$210K	Buy	+1,489	New	+$236K	0.15%	129

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GYL Financial Synergies's ACN Position: Q3 2024 in Review

GYL Financial Synergies reduced its Accenture (ACN) stake by 12% in Q3 2024, selling an estimated $57.2K and leaving 1,231 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #255.

GYL Financial Synergies first reported a position in ACN in Q4 2018 and has held it in 11 quarters since. The position peaked at $5.12M in Q1 2024. 2,347 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

GYL Financial Synergies held 1,231 shares of Accenture worth $435K as of Q3 2024.
GYL Financial Synergies sold 174 Accenture shares in Q3 2024, an estimated $57.2K.
Accenture made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #255 holding.
GYL Financial Synergies first reported a position in Accenture in Q4 2018 and has held it in 11 quarters since.
GYL Financial Synergies's Accenture position peaked at $5.12M in Q1 2024.
2,347 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.