LifePlan Financial Group’s Accenture ACN Stock Holding History

LifePlan Financial 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
2020 Q3	$165K	Hold	731	–	–	0.07%	147
2020 Q2	$157K	Hold	731	–	–	0.07%	145
2020 Q1	$119K	Hold	731	–	–	0.06%	152
2019 Q4	$154K	Hold	731	–	–	0.07%	151
2019 Q3	$141K	Hold	731	–	–	0.07%	153
2019 Q2	$135K	Hold	731	–	–	0.07%	154
2019 Q1	$129K	Hold	731	–	–	0.07%	162
2018 Q4	$103K	Hold	731	–	–	0.06%	171
2018 Q3	$124K	Hold	731	–	–	0.07%	161
2018 Q2	$120K	Sell	731 -7	-0.9%	-$1.09K	0.07%	164
2018 Q1	$113K	Buy	+738	New	+$117K	0.07%	155
2014 Q2	–	Sell	-325	Closed	-$26K	–	67
2014 Q1	$26K	Buy	325 +225	+225%	+$18.5K	0.02%	137
2013 Q4	$8K	Buy	+100	New	+$7.56K	0.01%	167

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial Group's ACN Position: Q3 2020 in Review

LifePlan Financial Group held its Accenture (ACN) position steady in Q3 2020 at 731 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #147.

LifePlan Financial Group first reported a position in ACN in Q4 2013 and has held it in 13 quarters since. 1,635 funds tracked by Wall St. Rank hold ACN as of Q3 2020.

LifePlan Financial Group held 731 shares of Accenture worth $165K as of Q3 2020.
LifePlan Financial Group left its Accenture share count unchanged in Q3 2020.
Accenture made up 0.07% of LifePlan Financial Group's portfolio in Q3 2020, its #147 holding.
LifePlan Financial Group first reported a position in Accenture in Q4 2013 and has held it in 13 quarters since.
1,635 funds tracked by Wall St. Rank held Accenture as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.