McCarthy Asset Management’s Acco Brands ACCO Stock Holding History

McCarthy Asset Management’s Portfolio ACCO Stock Details ACCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-200	Closed	-$2K	–	37
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	268
2021 Q4	$2K	Hold	200	–	–	﹤0.01%	265
2021 Q3	$2K	Hold	200	–	–	﹤0.01%	264
2021 Q2	$2K	Buy	+200	New	+$1.78K	﹤0.01%	318

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McCarthy Asset Management's ACCO Position: Q2 2022 in Review

McCarthy Asset Management sold out of Acco Brands (ACCO) in Q2 2022, closing a stake of 200 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in ACCO in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 195 funds tracked by Wall St. Rank hold ACCO as of Q2 2022.

McCarthy Asset Management reported no remaining Acco Brands position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 200 Acco Brands shares in Q2 2022, an estimated $2K.
McCarthy Asset Management first reported a position in Acco Brands in Q2 2021 and held it in 4 quarters.
McCarthy Asset Management's Acco Brands position peaked at $2K in Q1 2022.
195 funds tracked by Wall St. Rank held Acco Brands as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.