LC
ACCD

Lindbrook Capital’s Accolade Inc ACCD Stock Holding History

Lindbrook Capital’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-82
Closed -$316 – 2930
2024
Q3 		$316 Sell
82
-403
-83% -$1.58K ﹤0.01% 2747
2024
Q2 		$1.74K Buy
485
+48
+11% +$364 ﹤0.01% 2385
2024
Q1 		$4.58K Hold
437
– – ﹤0.01% 1932
2023
Q4 		$5.25K Buy
437
+27
+7% +$231 ﹤0.01% 1856
2023
Q3 		$4.34K Hold
410
– – ﹤0.01% 1825
2023
Q2 		$5.52K Hold
410
– – ﹤0.01% 1761
2023
Q1 		$5.9K Sell
410
-61
-13% -$690 ﹤0.01% 1780
2022
Q4 		$3.67K Sell
471
-379
-45% -$3.62K ﹤0.01% 1965
2022
Q3 		$10K Buy
850
+379
+80% +$4.13K ﹤0.01% 1351
2022
Q2 		$3K Buy
471
+412
+698% +$3.6K ﹤0.01% 1867
2022
Q1 		$1K Buy
59
+47
+392% +$865 ﹤0.01% 2414
2021
Q4 		$0 Buy
+12
New +$393 ﹤0.01% 2227

Other funds holding ACCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FG
Fairman Group Chesterbrook, Pennsylvania $127M AUM 6.28% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lindbrook Capital's ACCD Position: Q4 2024 in Review

Lindbrook Capital sold out of Accolade Inc (ACCD) in Q4 2024, closing a stake of 82 shares — an estimated $316 sold.

Lindbrook Capital first reported a position in ACCD in Q4 2021 and held it in 12 quarters. The position peaked at $10K in Q3 2022. 155 funds tracked by Wall St. Rank hold ACCD as of Q4 2024.

  • Lindbrook Capital reported no remaining Accolade Inc position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 82 Accolade Inc shares in Q4 2024, an estimated $316.
  • Lindbrook Capital first reported a position in Accolade Inc in Q4 2021 and held it in 12 quarters.
  • Lindbrook Capital's Accolade Inc position peaked at $10K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.