HR
ACH

Howe & Rusling’s Accendra Health ACH Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-112
Closed -$3K – 805
2022
Q3 		$3K Sell
112
-20
-15% -$616 ﹤0.01% 798
2022
Q2 		$4K Buy
132
+8
+6% +$290 ﹤0.01% 713
2022
Q1 		$5K Hold
124
– – ﹤0.01% 661
2021
Q4 		$5K Hold
124
– – ﹤0.01% 681
2021
Q3 		$4K Buy
124
+9
+8% +$354 ﹤0.01% 715
2021
Q2 		$5K Buy
+115
New +$4.47K ﹤0.01% 634
2014
Q3 		– Sell
-211
Closed -$7K – 924
2014
Q2 		$7K Hold
211
– – ﹤0.01% 563
2014
Q1 		$7K Sell
211
-86
-29% -$3.03K ﹤0.01% 619
2013
Q4 		$11K Hold
297
– – ﹤0.01% 482
2013
Q3 		$10K Hold
297
– – ﹤0.01% 597
2013
Q2 		$10K Buy
+297
New +$9.86K ﹤0.01% 623

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Howe & Rusling's ACH Position: Q4 2022 in Review

Howe & Rusling sold out of Accendra Health (ACH) in Q4 2022, closing a stake of 112 shares — an estimated $3K sold.

Howe & Rusling first reported a position in ACH in Q2 2013 and held it in 11 quarters. The position peaked at $11K in Q4 2013. 219 funds tracked by Wall St. Rank hold ACH as of Q4 2022.

  • Howe & Rusling reported no remaining Accendra Health position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 112 Accendra Health shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Accendra Health in Q2 2013 and held it in 11 quarters.
  • Howe & Rusling's Accendra Health position peaked at $11K in Q4 2013.
  • 219 funds tracked by Wall St. Rank held Accendra Health as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.