HIM
ACH

Hillsdale Investment Management’s Accendra Health ACH Stock Holding History

Hillsdale Investment Management’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
Q2 		– Sell
-151,951
Closed -$4.21M – 668
2024
Q1 		$4.21M Buy
+151,951
New +$3.37M 0.33% 113
2021
Q4 		– Sell
-119,500
Closed -$3.74M – 602
2021
Q3 		$3.74M Sell
119,500
-30,200
-20% -$1.19M 0.29% 124
2021
Q2 		$6.34M Sell
149,700
-6,350
-4% -$247K 0.5% 40
2021
Q1 		$5.87M Sell
156,050
-3,000
-2% -$93.8K 0.49% 53
2020
Q4 		$4.3M Buy
+159,050
New +$4.09M 0.41% 75

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Hillsdale Investment Management's ACH Position: Q2 2024 in Review

Hillsdale Investment Management sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 151,951 shares — an estimated $4.21M sold.

Hillsdale Investment Management first reported a position in ACH in Q4 2020 and held it in 5 quarters. The position peaked at $6.34M in Q2 2021. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Hillsdale Investment Management reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 151,951 Accendra Health shares in Q2 2024, an estimated $4.21M.
  • Hillsdale Investment Management first reported a position in Accendra Health in Q4 2020 and held it in 5 quarters.
  • Hillsdale Investment Management's Accendra Health position peaked at $6.34M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.