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Lockerman Financial Group’s Accenture ACN Stock Holding History

Lockerman 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
2024
Q2 		– Sell
-779
Closed -$270K – 104
2024
Q1 		$270K Buy
779
+7
+0.9% +$2.55K 0.52% 69
2023
Q4 		$271K Buy
772
+33
+4% +$10.6K 0.63% 54
2023
Q3 		$227K Buy
739
+45
+6% +$14.2K 0.61% 64
2023
Q2 		$214K Buy
+694
New +$202K 0.59% 64
2022
Q2 		– Sell
-629
Closed -$212K – 62
2022
Q1 		$212K Buy
+629
New +$212K 0.57% 67

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lockerman Financial Group's ACN Position: Q2 2024 in Review

Lockerman Financial Group sold out of Accenture (ACN) in Q2 2024, closing a stake of 779 shares — an estimated $270K sold.

Lockerman Financial Group first reported a position in ACN in Q1 2022 and held it in 5 quarters. The position peaked at $271K in Q4 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Lockerman Financial Group reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 779 Accenture shares in Q2 2024, an estimated $270K.
  • Lockerman Financial Group first reported a position in Accenture in Q1 2022 and held it in 5 quarters.
  • Lockerman Financial Group's Accenture position peaked at $271K in Q4 2023.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Lockerman Financial Group's 13F filing for Q2 2024, filed 16 Jul 2024.