HE
ACCD

Henry Ellenbogen’s Accolade Inc ACCD Stock Holding History

Henry Ellenbogen’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
2022
Q1 		– Sell
-1,057,390
Closed -$27.9M – 66
2021
Q4 		$27.9M Sell
1,057,390
-192,939
-15% -$6.32M 0.22% 52
2021
Q3 		$52.7M Sell
1,250,329
-65,807
-5% -$3.09M 0.4% 46
2021
Q2 		$71.5M Sell
1,316,136
-40,705
-3% -$1.98M 0.53% 47
2021
Q1 		$61.6M Buy
1,356,841
+706,841
+109% +$34M 0.52% 41
2020
Q4 		$28.3M Buy
650,000
+350,000
+117% +$15.5M 0.25% 48
2020
Q3 		$11.7M Buy
+300,000
New +$10.3M 0.13% 51

Other funds holding ACCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Henry Ellenbogen's ACCD Position: Q1 2022 in Review

Henry Ellenbogen sold out of Accolade Inc (ACCD) in Q1 2022, closing a stake of 1,057,390 shares — an estimated $27.9M sold.

Henry Ellenbogen first reported a position in ACCD in Q3 2020 and held it in 6 quarters. The position peaked at $71.5M in Q2 2021. 154 funds tracked by Wall St. Rank hold ACCD as of Q1 2022.

  • Henry Ellenbogen reported no remaining Accolade Inc position as of Q1 2022 after selling out during the quarter.
  • Henry Ellenbogen sold 1,057,390 Accolade Inc shares in Q1 2022, an estimated $27.9M.
  • Henry Ellenbogen first reported a position in Accolade Inc in Q3 2020 and held it in 6 quarters.
  • Henry Ellenbogen's Accolade Inc position peaked at $71.5M in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2022.

Based on Durable Capital Partners's 13F filing for Q1 2022, filed 13 May 2022.