LC
ACH

Lindbrook Capital’s Accendra Health ACH Stock Holding History

Lindbrook Capital’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$5.58K Sell
618
-335
-35% -$3.54K ﹤0.01% 1905
2024
Q4 		$12.5K Sell
953
-97
-9% -$1.29K ﹤0.01% 1530
2024
Q3 		$16.5K Buy
1,050
+124
+13% +$1.88K ﹤0.01% 1398
2024
Q2 		$12.5K Sell
926
-40
-4% -$819 ﹤0.01% 1506
2024
Q1 		$26.8K Hold
966
– – ﹤0.01% 1067
2023
Q4 		$18.6K Sell
966
-503
-34% -$9.11K ﹤0.01% 1212
2023
Q3 		$23.7K Sell
1,469
-18
-1% -$319 ﹤0.01% 991
2023
Q2 		$28.3K Buy
1,487
+561
+61% +$10K ﹤0.01% 922
2023
Q1 		$13.5K Sell
926
-39
-4% -$699 ﹤0.01% 1271
2022
Q4 		$18.8K Sell
965
-1,080
-53% -$21.1K ﹤0.01% 1086
2022
Q3 		$49K Buy
2,045
+210
+11% +$6.47K 0.01% 649
2022
Q2 		$58K Buy
1,835
+1,056
+136% +$38.3K 0.01% 606
2022
Q1 		$34K Sell
779
-1,483
-66% -$63.7K 0.01% 820
2021
Q4 		$98K Buy
+2,262
New +$88.7K 0.01% 501
2019
Q3 		– Sell
-184
Closed – – 1510
2019
Q2 		$0 Buy
+184
New +$628 ﹤0.01% 1477
2019
Q1 		– Sell
-1,168
Closed -$7K – 1475
2018
Q4 		$7K Buy
+1,168
New +$12.1K ﹤0.01% 924

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's ACH Position: Q1 2025 in Review

Lindbrook Capital reduced its Accendra Health (ACH) stake by 35% in Q1 2025, selling an estimated $3.54K and leaving 618 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Lindbrook Capital first reported a position in ACH in Q4 2018 and has held it in 16 quarters since. The position peaked at $98K in Q4 2021. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2025.

  • Lindbrook Capital held 618 shares of Accendra Health worth $5.58K as of Q1 2025.
  • Lindbrook Capital sold 335 Accendra Health shares in Q1 2025, an estimated $3.54K.
  • Accendra Health made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1905 holding.
  • Lindbrook Capital first reported a position in Accendra Health in Q4 2018 and has held it in 16 quarters since.
  • Lindbrook Capital's Accendra Health position peaked at $98K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.