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Kula Investments’s Accenture ACN Stock Holding History

Kula Investments’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
2023
Q1 		$314K Sell
1,099
-1,341
-55% -$366K 0.08% 447
2022
Q4 		$651K Buy
+2,440
New +$675K 0.19% 140

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's ACN Position: Q1 2023 in Review

Kula Investments reduced its Accenture (ACN) stake by 55% in Q1 2023, selling an estimated $366K and leaving 1,099 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #447.

Kula Investments first reported a position in ACN in Q4 2022 and has held it in 2 quarters since. The position peaked at $651K in Q4 2022. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

  • Kula Investments held 1,099 shares of Accenture worth $314K as of Q1 2023.
  • Kula Investments sold 1,341 Accenture shares in Q1 2023, an estimated $366K.
  • Accenture made up 0.08% of Kula Investments's portfolio in Q1 2023, its #447 holding.
  • Kula Investments first reported a position in Accenture in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Accenture position peaked at $651K in Q4 2022.
  • 2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.