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Lake Street Advisors Group’s Accenture ACN Stock Holding History

Lake Street Advisors 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
Q4 		$3.68M Buy
10,454
+159
+2% +$57.2K 0.17% 81
2024
Q3 		$3.64M Buy
10,295
+754
+8% +$248K 0.17% 71
2024
Q2 		$2.89M Sell
9,541
-1,014
-10% -$311K 0.14% 99
2024
Q1 		$3.66M Buy
10,555
+208
+2% +$75.8K 0.17% 85
2023
Q4 		$3.63M Buy
10,347
+78
+0.8% +$25.1K 0.18% 84
2023
Q3 		$3.15M Sell
10,269
-417
-4% -$131K 0.19% 85
2023
Q2 		$3.3M Buy
+10,686
New +$3.11M 0.18% 81
2021
Q3 		– Sell
-4,761
Closed -$1.53M – 227
2021
Q2 		$1.53M Sell
4,761
-20
-0.4% -$5.73K 0.11% 84
2021
Q1 		$1.32M Buy
4,781
+169
+4% +$43.7K 0.11% 79
2020
Q4 		$1.21M Buy
4,612
+15
+0.3% +$3.6K 0.1% 87
2020
Q3 		$1.04M Sell
4,597
-5
-0.1% -$1.15K 0.1% 91
2020
Q2 		$988K Buy
4,602
+308
+7% +$58.3K 0.1% 81
2020
Q1 		$701K Buy
4,294
+726
+20% +$140K 0.09% 93
2019
Q4 		$751K Buy
3,568
+205
+6% +$40K 0.07% 82
2019
Q3 		$422K Sell
3,363
-18
-0.5% -$3.48K 0.05% 110
2019
Q2 		$625K Buy
3,381
+168
+5% +$30.2K 0.07% 86
2019
Q1 		$566K Buy
3,213
+192
+6% +$30.2K 0.06% 96
2018
Q4 		$426K Sell
3,021
-67
-2% -$10.6K 0.05% 105
2018
Q3 		$526K Sell
3,088
-473
-13% -$78.7K 0.06% 91
2018
Q2 		$583K Sell
3,561
-1,608
-31% -$250K 0.06% 134
2018
Q1 		$793K Sell
5,169
-1,971
-28% -$312K 0.09% 86
2017
Q4 		$1.09M Buy
+7,140
New +$1.03M 0.12% 61

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 $315B AUM 27.84% 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

Lake Street Advisors Group's ACN Position: Q4 2024 in Review

Lake Street Advisors Group increased its Accenture (ACN) stake by 1.5% in Q4 2024, buying an estimated $57.2K and bringing the position to 10,454 shares worth $3.68M. The position accounts for 0.17% of the portfolio, ranked #81.

Lake Street Advisors Group first reported a position in ACN in Q4 2017 and has held it in 22 quarters since. 2,515 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Lake Street Advisors Group held 10,454 shares of Accenture worth $3.68M as of Q4 2024.
  • Lake Street Advisors Group bought 159 Accenture shares in Q4 2024, an estimated $57.2K.
  • Accenture made up 0.17% of Lake Street Advisors Group's portfolio in Q4 2024, its #81 holding.
  • Lake Street Advisors Group first reported a position in Accenture in Q4 2017 and has held it in 22 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.