PLU
ACH

Performa Ltd (US)’s Accendra Health ACH Stock Holding History

Performa Ltd (US)’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
2020
Q1 		– Sell
-14,000
Closed -$72K – 11
2019
Q4 		$72K Sell
14,000
-50,200
-78% -$322K 0.07% 9
2019
Q3 		$205K Hold
64,200
– – 0.21% 4
2019
Q2 		$205K Buy
64,200
+27,200
+74% +$92.8K 0.21% 4
2019
Q1 		$152K Buy
+37,000
New +$234K 0.14% 6

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Performa Ltd (US)'s ACH Position: Q1 2020 in Review

Performa Ltd (US) sold out of Accendra Health (ACH) in Q1 2020, closing a stake of 14,000 shares — an estimated $72K sold.

Performa Ltd (US) first reported a position in ACH in Q1 2019 and held it in 4 quarters. The position peaked at $205K in Q3 2019. 183 funds tracked by Wall St. Rank hold ACH as of Q1 2020.

  • Performa Ltd (US) reported no remaining Accendra Health position as of Q1 2020 after selling out during the quarter.
  • Performa Ltd (US) sold 14,000 Accendra Health shares in Q1 2020, an estimated $72K.
  • Performa Ltd (US) first reported a position in Accendra Health in Q1 2019 and held it in 4 quarters.
  • Performa Ltd (US)'s Accendra Health position peaked at $205K in Q3 2019.
  • 183 funds tracked by Wall St. Rank held Accendra Health as of Q1 2020.

Based on Performa Ltd (US)'s 13F filing for Q1 2020, filed 23 Apr 2020.