Loomis, Sayles & Company
ACH

Loomis, Sayles & Company’s Accendra Health ACH Stock Holding History

Loomis, Sayles & Company’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
2018
Q4 		– Sell
-484
Closed -$8K – 905
2018
Q3 		$8K Hold
484
– – ﹤0.01% 842
2018
Q2 		$8K Buy
+484
New +$7.83K ﹤0.01% 830
2017
Q4 		– Sell
-1,231
Closed -$36K – 915
2017
Q3 		$36K Buy
1,231
+212
+21% +$6.26K ﹤0.01% 648
2017
Q2 		$33K Buy
1,019
+38
+4% +$1.25K ﹤0.01% 663
2017
Q1 		$34K Buy
981
+125
+15% +$4.46K ﹤0.01% 674
2016
Q4 		$30K Buy
856
+670
+360% +$22.6K ﹤0.01% 716
2016
Q3 		$6K Hold
186
– – ﹤0.01% 854
2016
Q2 		$7K Sell
186
-85
-31% -$3.19K ﹤0.01% 801
2016
Q1 		$11K Buy
+271
New +$10.1K ﹤0.01% 812

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Loomis, Sayles & Company's ACH Position: Q4 2018 in Review

Loomis, Sayles & Company sold out of Accendra Health (ACH) in Q4 2018, closing a stake of 484 shares — an estimated $8K sold.

Loomis, Sayles & Company first reported a position in ACH in Q1 2016 and held it in 9 quarters. The position peaked at $36K in Q3 2017. 210 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

  • Loomis, Sayles & Company reported no remaining Accendra Health position as of Q4 2018 after selling out during the quarter.
  • Loomis, Sayles & Company sold 484 Accendra Health shares in Q4 2018, an estimated $8K.
  • Loomis, Sayles & Company first reported a position in Accendra Health in Q1 2016 and held it in 9 quarters.
  • Loomis, Sayles & Company's Accendra Health position peaked at $36K in Q3 2017.
  • 210 funds tracked by Wall St. Rank held Accendra Health as of Q4 2018.

Based on Loomis, Sayles & Company's 13F filing for Q4 2018, filed 14 Feb 2019.