OQS
ACH

Occudo Quantitative Strategies’s Accendra Health ACH Stock Holding History

Occudo Quantitative Strategies’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
-2,599
Closed -$434K – 929
2024
Q1 		$434K Buy
+2,599
New +$57.7K 0.08% 345
2023
Q2 		– Sell
-158,745
Closed -$2.31M – 1206
2023
Q1 		$2.31M Buy
158,745
+108,021
+213% +$1.93M 0.21% 134
2022
Q4 		$991K Buy
+50,724
New +$989K 0.12% 286
2021
Q3 		– Sell
-5,321
Closed -$225K – 1108
2021
Q2 		$225K Buy
+5,321
New +$207K 0.03% 699

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Occudo Quantitative Strategies's ACH Position: Q2 2024 in Review

Occudo Quantitative Strategies sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 2,599 shares — an estimated $434K sold.

Occudo Quantitative Strategies first reported a position in ACH in Q2 2021 and held it in 4 quarters. The position peaked at $2.31M in Q1 2023. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Occudo Quantitative Strategies reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,599 Accendra Health shares in Q2 2024, an estimated $434K.
  • Occudo Quantitative Strategies first reported a position in Accendra Health in Q2 2021 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Accendra Health position peaked at $2.31M in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2024, filed 14 Aug 2024.