HPC
ACH

HM Payson & Co’s Accendra Health ACH Stock Holding History

HM Payson & Co’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
Q4 		– Sell
-43
Closed -$675 – 1120
2024
Q3 		$675 Buy
+43
New +$651 ﹤0.01% 1050

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

HM Payson & Co's ACH Position: Q4 2024 in Review

HM Payson & Co sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 43 shares — an estimated $675 sold.

HM Payson & Co first reported a position in ACH in Q3 2024 and held it in 1 quarter. The position peaked at $675 in Q3 2024. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.

  • HM Payson & Co reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 43 Accendra Health shares in Q4 2024, an estimated $675.
  • HM Payson & Co first reported a position in Accendra Health in Q3 2024 and held it in 1 quarter.
  • HM Payson & Co's Accendra Health position peaked at $675 in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.