Handelsbanken Fonder
ACCD

Handelsbanken Fonder’s Accolade Inc ACCD Stock Holding History

Handelsbanken Fonder’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
2023
Q4 		– Sell
-16,765
Closed -$177K – 1616
2023
Q3 		$177K Buy
16,765
+2,165
+15% +$28.4K ﹤0.01% 1487
2023
Q2 		$197K Sell
14,600
-2,500
-15% -$32.5K ﹤0.01% 1495
2023
Q1 		$246K Hold
17,100
– – ﹤0.01% 1376
2022
Q4 		$133K Buy
17,100
+6,100
+55% +$58.2K ﹤0.01% 1492
2022
Q3 		$126K Hold
11,000
– – ﹤0.01% 1502
2022
Q2 		$81K Hold
11,000
– – ﹤0.01% 1595
2022
Q1 		$193K Sell
11,000
-1,300
-11% -$23.9K ﹤0.01% 1637
2021
Q4 		$324K Hold
12,300
– – ﹤0.01% 1590
2021
Q3 		$519K Buy
12,300
+1,500
+14% +$70.5K ﹤0.01% 1342
2021
Q2 		$587K Buy
+10,800
New +$525K ﹤0.01% 1257

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Handelsbanken Fonder's ACCD Position: Q4 2023 in Review

Handelsbanken Fonder sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 16,765 shares — an estimated $177K sold.

Handelsbanken Fonder first reported a position in ACCD in Q2 2021 and held it in 10 quarters. The position peaked at $587K in Q2 2021. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • Handelsbanken Fonder reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • Handelsbanken Fonder sold 16,765 Accolade Inc shares in Q4 2023, an estimated $177K.
  • Handelsbanken Fonder first reported a position in Accolade Inc in Q2 2021 and held it in 10 quarters.
  • Handelsbanken Fonder's Accolade Inc position peaked at $587K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Handelsbanken Fonder's 13F filing for Q4 2023, filed 1 Feb 2024.