Joel Greenblatt’s Accendra Health ACH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,276
| Closed | -$381K | – | 1498 |
|
|
2024
Q3 | $381K | Sell |
24,276
-25,709
| -51% | -$389K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $675K | Sell |
49,985
-30,666
| -38% | -$628K | 0.01% | 996 |
|
|
2024
Q1 | $2.23M | Buy |
80,651
+28,727
| +55% | +$638K | 0.03% | 619 |
|
|
2023
Q4 | $1M | Buy |
51,924
+18,346
| +55% | +$332K | 0.02% | 797 |
|
|
2023
Q3 | $543K | Buy |
33,578
+17,310
| +106% | +$307K | 0.01% | 951 |
|
|
2023
Q2 | $310K | Buy |
16,268
+3,958
| +32% | +$70.6K | 0.01% | 1108 |
|
|
2023
Q1 | $179K | Buy |
+12,310
| New | +$220K | ﹤0.01% | 1255 |
|
|
2021
Q3 | – | Sell |
-5,550
| Closed | -$235K | – | 1093 |
|
|
2021
Q2 | $235K | Sell |
5,550
-8,226
| -60% | -$320K | 0.01% | 913 |
|
|
2021
Q1 | $518K | Buy |
13,776
+196
| +1% | +$6.13K | 0.02% | 673 |
|
|
2020
Q4 | $367K | Sell |
13,580
-14,387
| -51% | -$370K | 0.01% | 785 |
|
|
2020
Q3 | $702K | Sell |
27,967
-6,115
| -18% | -$89.2K | 0.02% | 649 |
|
|
2020
Q2 | $260K | Buy |
34,082
+13,572
| +66% | +$99.3K | 0.01% | 893 |
|
|
2020
Q1 | $188K | Buy |
+20,510
| New | +$124K | 0.01% | 950 |
|
|
2018
Q4 | – | Sell |
-79,195
| Closed | -$1.31M | – | 1070 |
|
|
2018
Q3 | $1.31M | Sell |
79,195
-555,458
| -88% | -$9.44M | 0.02% | 563 |
|
|
2018
Q2 | $10.6M | Buy |
634,653
+22,070
| +4% | +$357K | 0.15% | 213 |
|
|
2018
Q1 | $9.53M | Buy |
+612,583
| New | +$10.9M | 0.13% | 231 |
|
|
2017
Q2 | – | Sell |
-306,518
| Closed | -$10.6M | – | 1056 |
|
|
2017
Q1 | $10.6M | Sell |
306,518
-61,851
| -17% | -$2.21M | 0.13% | 246 |
|
|
2016
Q4 | $13M | Buy |
+368,369
| New | +$12.4M | 0.17% | 201 |
|
|
2016
Q3 | – | Sell |
-354,994
| Closed | -$13.3M | – | 1005 |
|
|
2016
Q2 | $13.3M | Buy |
354,994
+290,339
| +449% | +$10.9M | 0.16% | 212 |
|
|
2016
Q1 | $2.61M | Buy |
+64,655
| New | +$2.41M | 0.03% | 539 |
|
|
2015
Q4 | – | Sell |
-1,152,390
| Closed | -$36.8M | – | 966 |
|
|
2015
Q3 | $36.8M | Buy |
1,152,390
+1,114,251
| +2,922% | +$37.9M | 0.36% | 86 |
|
|
2015
Q2 | $1.3M | Buy |
+38,139
| New | +$1.28M | 0.01% | 594 |
|
|
2015
Q1 | – | Sell |
-14,592
| Closed | -$512K | – | 987 |
|
|
2014
Q4 | $512K | Buy |
+14,592
| New | +$491K | ﹤0.01% | 735 |
|
|
2014
Q2 | – | Sell |
-302,577
| Closed | -$10.6M | – | 1077 |
|
|
2014
Q1 | $10.6M | Sell |
302,577
-70,651
| -19% | -$2.49M | 0.16% | 229 |
|
|
2013
Q4 | $13.6M | Buy |
373,228
+152,674
| +69% | +$5.6M | 0.32% | 82 |
|
|
2013
Q3 | $7.63M | Buy |
220,554
+22,341
| +11% | +$782K | 0.25% | 112 |
|
|
2013
Q2 | $6.71M | Buy |
+198,213
| New | +$6.58M | 0.29% | 86 |
|
Other funds holding ACH
DM
CCM
Joel Greenblatt's ACH Position: Q4 2024 in Review
Joel Greenblatt sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 24,276 shares — an estimated $381K sold.
Joel Greenblatt first reported a position in ACH in Q2 2013 and held it in 27 quarters. The position peaked at $36.8M in Q3 2015. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.
- Joel Greenblatt reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
- Joel Greenblatt sold 24,276 Accendra Health shares in Q4 2024, an estimated $381K.
- Joel Greenblatt first reported a position in Accendra Health in Q2 2013 and held it in 27 quarters.
- Joel Greenblatt's Accendra Health position peaked at $36.8M in Q3 2015.
- 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.
Based on Gotham Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.