JFG
ACCD

Jefferies Financial Group’s Accolade Inc ACCD Stock Holding History

Jefferies Financial Group’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35,000
Closed -$370K – 2054
2023
Q3 		$370K Hold
35,000
– – ﹤0.01% 1170
2023
Q2 		$471K Hold
35,000
– – ﹤0.01% 1194
2023
Q1 		$503K Hold
35,000
– – ﹤0.01% 1086
2022
Q4 		$273K Buy
+35,000
New +$334K ﹤0.01% 1215

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Jefferies Financial Group's ACCD Position: Q4 2023 in Review

Jefferies Financial Group sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 28,417 shares — an estimated $301K sold.

Jefferies Financial Group first reported a position in ACCD in Q4 2022 and held it in 3 quarters. The position peaked at $301K in Q3 2023. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • Jefferies Financial Group reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 28,417 Accolade Inc shares in Q4 2023, an estimated $301K.
  • Jefferies Financial Group first reported a position in Accolade Inc in Q4 2022 and held it in 3 quarters.
  • Jefferies Financial Group's Accolade Inc position peaked at $301K in Q3 2023.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Jefferies Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.