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Mid Atlantic Financial Management’s Acco Brands ACCO Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$117K Sell
13,600
-1,975
-13% -$17.4K 0.01% 881
2021
Q2 		$134K Buy
15,575
+2,125
+16% +$18.9K 0.01% 885
2021
Q1 		$114K Buy
+13,450
New +$116K 0.01% 827

Other funds holding ACCO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Mid Atlantic Financial Management's ACCO Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Acco Brands (ACCO) stake by 13% in Q3 2021, selling an estimated $17.4K and leaving 13,600 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #881.

Mid Atlantic Financial Management first reported a position in ACCO in Q1 2021 and has held it in 3 quarters since. The position peaked at $134K in Q2 2021. 185 funds tracked by Wall St. Rank hold ACCO as of Q3 2021.

  • Mid Atlantic Financial Management held 13,600 shares of Acco Brands worth $117K as of Q3 2021.
  • Mid Atlantic Financial Management sold 1,975 Acco Brands shares in Q3 2021, an estimated $17.4K.
  • Acco Brands made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #881 holding.
  • Mid Atlantic Financial Management first reported a position in Acco Brands in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's Acco Brands position peaked at $134K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Acco Brands as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.