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Newman & Schimel’s Accenture ACN Stock Holding History

Newman & Schimel’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 		$568K Hold
2,128
– – 0.26% 29
2022
Q3 		$548K Hold
2,128
– – 0.27% 28
2022
Q2 		$591K Hold
2,128
– – 0.28% 28
2022
Q1 		$718K Hold
2,128
– – 0.47% 24
2021
Q4 		$882K Sell
2,128
-5
-0.2% -$1.82K 0.5% 23
2021
Q3 		$682K Hold
2,133
– – 0.43% 23
2021
Q2 		$629K Hold
2,133
– – 0.4% 21
2021
Q1 		$589K Hold
2,133
– – 0.39% 24
2020
Q4 		$557K Buy
+2,133
New +$511K 0.46% 23

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

Newman & Schimel's ACN Position: Q4 2022 in Review

Newman & Schimel held its Accenture (ACN) position steady in Q4 2022 at 2,128 shares worth $568K. The position accounts for 0.26% of the portfolio, ranked #29.

Newman & Schimel first reported a position in ACN in Q4 2020 and has held it in 9 quarters since. The position peaked at $882K in Q4 2021. 2,041 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

  • Newman & Schimel held 2,128 shares of Accenture worth $568K as of Q4 2022.
  • Newman & Schimel left its Accenture share count unchanged in Q4 2022.
  • Accenture made up 0.26% of Newman & Schimel's portfolio in Q4 2022, its #29 holding.
  • Newman & Schimel first reported a position in Accenture in Q4 2020 and has held it in 9 quarters since.
  • Newman & Schimel's Accenture position peaked at $882K in Q4 2021.
  • 2,041 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.