KIG
ACN icon

Kowal Investment Group’s Accenture ACN Stock Holding History

Kowal Investment Group’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
Q3 		$222K Buy
+629
New +$207K 0.04% 186
2022
Q3 		– Sell
-997
Closed -$277K – 144
2022
Q2 		$277K Buy
997
+154
+18% +$46.3K 0.09% 111
2022
Q1 		$284K Buy
843
+188
+29% +$63.4K 0.09% 96
2021
Q4 		$271K Buy
655
+184
+39% +$67.1K 0.08% 87
2021
Q3 		$151K Buy
+471
New +$153K 0.05% 113

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's ACN Position: Q3 2024 in Review

Kowal Investment Group opened a new position in Accenture (ACN) in Q3 2024: 629 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in ACN as recently as Q2 2022.

Kowal Investment Group first reported a position in ACN in Q3 2021 and has held it in 5 quarters since. The position peaked at $284K in Q1 2022. 2,344 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Kowal Investment Group held 629 shares of Accenture worth $222K as of Q3 2024.
  • Accenture was a new Kowal Investment Group position in Q3 2024.
  • Accenture made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #186 holding.
  • Kowal Investment Group first reported a position in Accenture in Q3 2021 and has held it in 5 quarters since.
  • Kowal Investment Group's Accenture position peaked at $284K in Q1 2022.
  • 2,344 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.