MCM
ACCD

Manchester Capital Management’s Accolade Inc ACCD Stock Holding History

Manchester Capital Management’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
2023
Q4 		– Sell
-156
Closed -$1.65K – 1098
2023
Q3 		$1.65K Hold
156
– – ﹤0.01% 788
2023
Q2 		$2.1K Sell
156
-129
-45% -$1.68K ﹤0.01% 736
2023
Q1 		$4.1K Buy
+285
New +$3.23K ﹤0.01% 651
2021
Q4 		– Sell
-87
Closed -$4K – 1116
2021
Q3 		$4K Hold
87
– – ﹤0.01% 761
2021
Q2 		$5K Hold
87
– – ﹤0.01% 582
2021
Q1 		$4K Hold
87
– – ﹤0.01% 552
2020
Q4 		$4K Hold
87
– – ﹤0.01% 555
2020
Q3 		$3K Buy
+87
New +$3K ﹤0.01% 468

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Manchester Capital Management's ACCD Position: Q4 2023 in Review

Manchester Capital Management sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 156 shares — an estimated $1.65K sold.

Manchester Capital Management first reported a position in ACCD in Q3 2020 and held it in 8 quarters. The position peaked at $5K in Q2 2021. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • Manchester Capital Management reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • Manchester Capital Management sold 156 Accolade Inc shares in Q4 2023, an estimated $1.65K.
  • Manchester Capital Management first reported a position in Accolade Inc in Q3 2020 and held it in 8 quarters.
  • Manchester Capital Management's Accolade Inc position peaked at $5K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.