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Horan Securities’s Acco Brands ACCO Stock Holding History

Horan Securities’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,000
Closed -$10.4K – 106
2023
Q2 		$10.4K Sell
2,000
-17
-0.8% -$85 ﹤0.01% 382
2023
Q1 		$10.7K Buy
2,017
+1,000
+98% +$5.72K 0.01% 367
2022
Q4 		$5.68K Buy
1,017
+1,000
+5,882% +$5.2K ﹤0.01% 434
2022
Q3 		$0 Buy
+17
New +$108 ﹤0.01% 580

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horan Securities's ACCO Position: Q3 2023 in Review

Horan Securities sold out of Acco Brands (ACCO) in Q3 2023, closing a stake of 2,000 shares — an estimated $10.4K sold.

Horan Securities first reported a position in ACCO in Q3 2022 and held it in 4 quarters. The position peaked at $10.7K in Q1 2023. 215 funds tracked by Wall St. Rank hold ACCO as of Q3 2023.

  • Horan Securities reported no remaining Acco Brands position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 2,000 Acco Brands shares in Q3 2023, an estimated $10.4K.
  • Horan Securities first reported a position in Acco Brands in Q3 2022 and held it in 4 quarters.
  • Horan Securities's Acco Brands position peaked at $10.7K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Acco Brands as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.