JFG
ACH

Jefferies Financial Group’s Accendra Health ACH Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-27,850
Closed -$537K – 1908
2023
Q4 		$537K Buy
+27,850
New +$504K ﹤0.01% 1189
2023
Q2 		– Sell
-12,595
Closed -$183K – 1916
2023
Q1 		$183K Buy
+12,595
New +$226K ﹤0.01% 1369

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Jefferies Financial Group's ACH Position: Q1 2024 in Review

Jefferies Financial Group sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 27,850 shares — an estimated $537K sold.

Jefferies Financial Group first reported a position in ACH in Q1 2023 and held it in 2 quarters. The position peaked at $537K in Q4 2023. 231 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

  • Jefferies Financial Group reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 27,850 Accendra Health shares in Q1 2024, an estimated $537K.
  • Jefferies Financial Group first reported a position in Accendra Health in Q1 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Accendra Health position peaked at $537K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.