JG
ACCD

Jefferies Group’s Accolade Inc ACCD Stock Holding History

Jefferies 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
2022
Q3 		$542K Hold
47,500
– – ﹤0.01% 1013
2022
Q2 		$352K Buy
47,500
+10,000
+27% +$87.5K ﹤0.01% 1116
2022
Q1 		$659K Buy
+37,500
New +$690K ﹤0.01% 990

Other funds holding ACCD

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Jefferies Group's ACCD Position: Q3 2022 in Review

Jefferies Group reduced its Accolade Inc (ACCD) stake by 8.6% in Q3 2022, selling an estimated $38.7K and leaving 37,859 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Jefferies Group first reported a position in ACCD in Q4 2020 and has held it in 4 quarters since. The position peaked at $530K in Q1 2022. 149 funds tracked by Wall St. Rank hold ACCD as of Q3 2022.

  • Jefferies Group held 37,859 shares of Accolade Inc worth $432K as of Q3 2022.
  • Jefferies Group sold 3,551 Accolade Inc shares in Q3 2022, an estimated $38.7K.
  • Accolade Inc made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1081 holding.
  • Jefferies Group first reported a position in Accolade Inc in Q4 2020 and has held it in 4 quarters since.
  • Jefferies Group's Accolade Inc position peaked at $530K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.