Jupiter Asset Management’s Accendra Health ACH Stock Holding History

Jupiter Asset Management’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
2021 Q4	–	Sell	-142,543	Closed	-$4.46M	–	622
2021 Q3	$4.46M	Sell	142,543 -146,807	-51%	-$5.78M	0.05%	273
2021 Q2	$12.2M	Buy	289,350 +66,356	+30%	+$2.58M	0.13%	187
2021 Q1	$8.38M	Sell	222,994 -215,883	-49%	-$6.75M	0.08%	236
2020 Q4	$11.9M	Sell	438,877 -372,164	-46%	-$9.57M	0.12%	207
2020 Q3	$20.4M	Buy	+811,041	New	+$11.8M	0.21%	126

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Asset Management's ACH Position: Q4 2021 in Review

Jupiter Asset Management sold out of Accendra Health (ACH) in Q4 2021, closing a stake of 142,543 shares — an estimated $4.46M sold.

Jupiter Asset Management first reported a position in ACH in Q3 2020 and held it in 5 quarters. The position peaked at $20.4M in Q3 2020. 272 funds tracked by Wall St. Rank hold ACH as of Q4 2021.

Jupiter Asset Management reported no remaining Accendra Health position as of Q4 2021 after selling out during the quarter.
Jupiter Asset Management sold 142,543 Accendra Health shares in Q4 2021, an estimated $4.46M.
Jupiter Asset Management first reported a position in Accendra Health in Q3 2020 and held it in 5 quarters.
Jupiter Asset Management's Accendra Health position peaked at $20.4M in Q3 2020.
272 funds tracked by Wall St. Rank held Accendra Health as of Q4 2021.

Based on Jupiter Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.