NYLIM
ACH

New York Life Investment Management’s Accendra Health ACH Stock Holding History

New York Life Investment Management’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,415
Closed -$372K – 1177
2024
Q1 		$372K Buy
+13,415
New +$298K ﹤0.01% 945
2023
Q1 		– Sell
-12,884
Closed -$252K – 1332
2022
Q4 		$252K Buy
12,884
+1,450
+13% +$28.3K ﹤0.01% 1150
2022
Q3 		$276K Buy
11,434
+840
+8% +$25.9K ﹤0.01% 1126
2022
Q2 		$333K Buy
+10,594
New +$384K ﹤0.01% 1112

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New York Life Investment Management's ACH Position: Q2 2024 in Review

New York Life Investment Management sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 13,415 shares — an estimated $372K sold.

New York Life Investment Management first reported a position in ACH in Q2 2022 and held it in 4 quarters. The position peaked at $372K in Q1 2024. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • New York Life Investment Management reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 13,415 Accendra Health shares in Q2 2024, an estimated $372K.
  • New York Life Investment Management first reported a position in Accendra Health in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's Accendra Health position peaked at $372K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.