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	-7,500	Closed	-$39K	–	12
2019 Q4	$39K	Sell	7,500 -2,500	-25%	-$16.1K	0.04%	10
2019 Q3	$32K	Hold	10,000	–	–	0.03%	7
2019 Q2	$32K	Buy	+10,000	New	+$34.1K	0.03%	7

Other funds holding ACH

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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.