Principal Financial Group
ACCD

Principal Financial Group’s Accolade Inc ACCD Stock Holding History

Principal Financial Group’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
2024
Q3 		– Sell
-25,959
Closed -$92.9K – 2427
2024
Q2 		$92.9K Buy
25,959
+1,211
+5% +$9.18K ﹤0.01% 2225
2024
Q1 		$259K Buy
+24,748
New +$281K ﹤0.01% 2118
2022
Q4 		– Sell
-14,447
Closed -$165K – 2553
2022
Q3 		$165K Sell
14,447
-562,831
-97% -$6.13M ﹤0.01% 2241
2022
Q2 		$4.27M Buy
577,278
+139,520
+32% +$1.22M ﹤0.01% 1605
2022
Q1 		$7.69M Buy
437,758
+28,028
+7% +$516K ﹤0.01% 1506
2021
Q4 		$10.8M Buy
409,730
+18,018
+5% +$590K 0.01% 1348
2021
Q3 		$16.5M Buy
391,712
+17,151
+5% +$806K 0.01% 1092
2021
Q2 		$20.3M Buy
374,561
+94,069
+34% +$4.57M 0.01% 961
2021
Q1 		$12.7M Buy
280,492
+2,527
+0.9% +$122K 0.01% 1261
2020
Q4 		$12.1M Buy
277,965
+96,657
+53% +$4.29M 0.01% 1115
2020
Q3 		$7.05M Buy
+181,308
New +$6.25M 0.01% 1289

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group's ACCD Position: Q3 2024 in Review

Principal Financial Group sold out of Accolade Inc (ACCD) in Q3 2024, closing a stake of 25,959 shares — an estimated $92.9K sold.

Principal Financial Group first reported a position in ACCD in Q3 2020 and held it in 11 quarters. The position peaked at $20.3M in Q2 2021. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2024.

  • Principal Financial Group reported no remaining Accolade Inc position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 25,959 Accolade Inc shares in Q3 2024, an estimated $92.9K.
  • Principal Financial Group first reported a position in Accolade Inc in Q3 2020 and held it in 11 quarters.
  • Principal Financial Group's Accolade Inc position peaked at $20.3M in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.