PPA
ACCD

Parametric Portfolio Associates’s Accolade Inc ACCD Stock Holding History

Parametric Portfolio Associates’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1.52M Buy
86,858
+61,722
+246% +$1.14M ﹤0.01% 2564
2021
Q4 		$663K Buy
25,136
+18,211
+263% +$597K ﹤0.01% 2949
2021
Q3 		$292K Sell
6,925
-2,785
-29% -$131K ﹤0.01% 3313
2021
Q2 		$527K Buy
9,710
+4,232
+77% +$206K ﹤0.01% 3062
2021
Q1 		$249K Buy
+5,478
New +$264K ﹤0.01% 3791

Other funds holding ACCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Parametric Portfolio Associates's ACCD Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Accolade Inc (ACCD) stake by 246% in Q1 2022, buying an estimated $1.14M and bringing the position to 86,858 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Parametric Portfolio Associates first reported a position in ACCD in Q1 2021 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold ACCD as of Q1 2022.

  • Parametric Portfolio Associates held 86,858 shares of Accolade Inc worth $1.52M as of Q1 2022.
  • Parametric Portfolio Associates bought 61,722 Accolade Inc shares in Q1 2022, an estimated $1.14M.
  • Accolade Inc made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2564 holding.
  • Parametric Portfolio Associates first reported a position in Accolade Inc in Q1 2021 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.