O'Neil Global Advisors’s Accenture ACN Stock Holding History

O'Neil Global Advisors’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
2023 Q4	–	Sell	-1,900	Closed	-$584K	–	52
2023 Q3	$584K	Sell	1,900 -6,347	-77%	-$2M	0.53%	24
2023 Q2	$2.54M	Buy	+8,247	New	+$2.4M	0.53%	25
2022 Q1	–	Sell	-897	Closed	-$372K	–	63
2021 Q4	$372K	Sell	897 -447	-33%	-$163K	0.61%	39
2021 Q3	$430K	Buy	+1,344	New	+$437K	0.33%	55

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

O'Neil Global Advisors's ACN Position: Q4 2023 in Review

O'Neil Global Advisors sold out of Accenture (ACN) in Q4 2023, closing a stake of 1,900 shares — an estimated $584K sold.

O'Neil Global Advisors first reported a position in ACN in Q3 2021 and held it in 4 quarters. The position peaked at $2.54M in Q2 2023. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

O'Neil Global Advisors reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
O'Neil Global Advisors sold 1,900 Accenture shares in Q4 2023, an estimated $584K.
O'Neil Global Advisors first reported a position in Accenture in Q3 2021 and held it in 4 quarters.
O'Neil Global Advisors's Accenture position peaked at $2.54M in Q2 2023.
2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on O'Neil Global Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.