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John G. Ullman & Associates’s Accenture ACN Stock Holding History

John G. Ullman & Associates’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-616
Closed -$218K – 173
2024
Q3 		$218K Buy
+616
New +$203K 0.03% 175
2024
Q2 		– Sell
-659
Closed -$228K – 181
2024
Q1 		$228K Hold
659
– – 0.04% 161
2023
Q4 		$231K Hold
659
– – 0.04% 152
2023
Q3 		$202K Hold
659
– – 0.03% 167
2023
Q2 		$203K Buy
+659
New +$191K 0.03% 170
2022
Q2 		– Sell
-659
Closed -$222K – 158
2022
Q1 		$222K Buy
659
+29
+5% +$9.78K 0.03% 160
2021
Q4 		$261K Buy
+630
New +$230K 0.04% 149

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

John G. Ullman & Associates's ACN Position: Q4 2024 in Review

John G. Ullman & Associates sold out of Accenture (ACN) in Q4 2024, closing a stake of 616 shares — an estimated $218K sold.

John G. Ullman & Associates first reported a position in ACN in Q4 2021 and held it in 7 quarters. The position peaked at $261K in Q4 2021. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • John G. Ullman & Associates reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • John G. Ullman & Associates sold 616 Accenture shares in Q4 2024, an estimated $218K.
  • John G. Ullman & Associates first reported a position in Accenture in Q4 2021 and held it in 7 quarters.
  • John G. Ullman & Associates's Accenture position peaked at $261K in Q4 2021.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on John G. Ullman & Associates's 13F filing for Q4 2024, filed 5 Feb 2025.