J.P. Marvel Investment Advisors’s Axcelis ACLS Stock Holding History

J.P. Marvel Investment Advisors’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,500	Closed	-$179K	–	71
2019 Q3	$179K	Buy	+10,500	New	+$168K	0.06%	76
2019 Q1	$211K	Hold	10,500	–	–	0.07%	74
2018 Q4	$187K	Buy	+10,500	New	+$187K	0.07%	73
2018 Q2	$208K	Hold	10,500	–	–	0.06%	80
2018 Q1	$258K	Hold	10,500	–	–	0.08%	76
2017 Q4	$301K	Hold	10,500	–	–	0.09%	73
2017 Q3	$287K	Hold	10,500	–	–	0.09%	75
2017 Q2	$220K	Hold	10,500	–	–	0.07%	80
2017 Q1	$197K	Hold	10,500	–	–	0.07%	82
2016 Q4	$153K	Hold	10,500	–	–	0.05%	81
2016 Q3	$139K	Hold	10,500	–	–	0.05%	81
2016 Q2	$113K	Hold	10,500	–	–	0.04%	78
2016 Q1	$118K	Hold	10,500	–	–	0.04%	83
2015 Q4	$109K	Buy	+10,500	New	+$112K	0.04%	85
2015 Q2	$124K	Hold	10,500	–	–	0.04%	79
2015 Q1	$100K	Hold	10,500	–	–	0.03%	80
2014 Q4	$108K	Hold	10,500	–	–	0.04%	82
2014 Q3	$84K	Hold	10,500	–	–	0.03%	80
2014 Q2	$84K	Hold	10,500	–	–	0.03%	79
2014 Q1	$90K	Hold	10,500	–	–	0.03%	80
2013 Q4	$102K	Hold	10,500	–	–	0.04%	79
2013 Q3	$89K	Buy	10,500 +5,000	+91%	+$40.5K	0.03%	81
2013 Q2	$40K	Buy	+5,500	New	+$31.9K	0.02%	75

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return