MLFP
ACU icon

MPS Loria Financial Planners’s Acme United Corp ACU Stock Holding History

MPS Loria Financial Planners’s Portfolio ACU Stock Details ACU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,550
Closed -$100K – 87
2021
Q1 		$100K Sell
2,550
-501
-16% -$17.6K 0.05% 114
2020
Q4 		$93K Sell
3,051
-200
-6% -$5.75K 0.04% 118
2020
Q3 		$75K Hold
3,251
– – 0.04% 117
2020
Q2 		$75K Buy
+3,251
New +$69.7K 0.04% 118
2017
Q3 		– Sell
-5,123
Closed -$144K – 74
2017
Q2 		$144K Buy
+5,123
New +$141K 0.1% 92

Other funds holding ACU

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MCM
Mork Capital Management Healdsburg, California $141M AUM 23.37% 1-Year Est. Return

MPS Loria Financial Planners's ACU Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Acme United Corp (ACU) in Q2 2021, closing a stake of 2,550 shares — an estimated $100K sold.

MPS Loria Financial Planners first reported a position in ACU in Q2 2017 and held it in 5 quarters. The position peaked at $144K in Q2 2017. 45 funds tracked by Wall St. Rank hold ACU as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Acme United Corp position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,550 Acme United Corp shares in Q2 2021, an estimated $100K.
  • MPS Loria Financial Planners first reported a position in Acme United Corp in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Acme United Corp position peaked at $144K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held Acme United Corp as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.