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Mount Lucas Management’s Accenture ACN Stock Holding History

Mount Lucas Management’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
2022
Q4 		– Sell
-7,697
Closed -$1.98M – 109
2022
Q3 		$1.98M Sell
7,697
-169
-2% -$48.8K 0.68% 45
2022
Q2 		$2.18M Buy
7,866
+270
+4% +$81.1K 0.73% 49
2022
Q1 		$2.56M Sell
7,596
-6
-0.1% -$2.02K 0.75% 52
2021
Q4 		$3.15M Buy
+7,602
New +$2.77M 0.9% 49

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Lucas Management's ACN Position: Q4 2022 in Review

Mount Lucas Management sold out of Accenture (ACN) in Q4 2022, closing a stake of 7,697 shares — an estimated $1.98M sold.

Mount Lucas Management first reported a position in ACN in Q4 2021 and held it in 4 quarters. The position peaked at $3.15M in Q4 2021. 2,042 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

  • Mount Lucas Management reported no remaining Accenture position as of Q4 2022 after selling out during the quarter.
  • Mount Lucas Management sold 7,697 Accenture shares in Q4 2022, an estimated $1.98M.
  • Mount Lucas Management first reported a position in Accenture in Q4 2021 and held it in 4 quarters.
  • Mount Lucas Management's Accenture position peaked at $3.15M in Q4 2021.
  • 2,042 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Mount Lucas Management's 13F filing for Q4 2022, filed 14 Feb 2023.