Santori & Peters Inc’s Accenture ACN Stock Holding History

Santori & Peters Inc’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	-652	Closed	-$200K	–	59
2023 Q3	$200K	Sell	652 -233	-26%	-$73.4K	0.11%	55
2023 Q2	$273K	Sell	885 -290	-25%	-$84.3K	0.14%	44
2023 Q1	$336K	Hold	1,175	–	–	0.18%	38
2022 Q4	$314K	Hold	1,175	–	–	0.18%	35
2022 Q3	$302K	Hold	1,175	–	–	0.2%	33
2022 Q2	$326K	Hold	1,175	–	–	0.21%	35
2022 Q1	$396K	Hold	1,175	–	–	0.22%	37
2021 Q4	$487K	Hold	1,175	–	–	0.26%	32
2021 Q3	$375K	Hold	1,175	–	–	0.21%	39
2021 Q2	$346K	Hold	1,175	–	–	0.2%	40
2021 Q1	$324K	Hold	1,175	–	–	0.19%	42
2020 Q4	$310K	Hold	1,175	–	–	0.17%	59
2020 Q3	$265K	Hold	1,175	–	–	0.18%	58
2020 Q2	$252K	Buy	+1,175	New	+$222K	0.19%	46
2020 Q1	–	Sell	-1,175	Closed	-$247K	–	74
2019 Q4	$247K	Hold	1,175	–	–	0.16%	69
2019 Q3	$226K	Hold	1,175	–	–	0.16%	69
2019 Q2	$217K	Hold	1,175	–	–	0.16%	70
2019 Q1	$206K	Buy	+1,175	New	+$185K	0.17%	48
2018 Q1	–	Sell	-1,181	Closed	-$181K	–	61
2017 Q4	$181K	Buy	+1,181	New	+$171K	0.16%	54

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

Santori & Peters Inc's ACN Position: Q4 2023 in Review

Santori & Peters Inc sold out of Accenture (ACN) in Q4 2023, closing a stake of 652 shares — an estimated $200K sold.

Santori & Peters Inc first reported a position in ACN in Q4 2017 and held it in 19 quarters. The position peaked at $487K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

Santori & Peters Inc reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
Santori & Peters Inc sold 652 Accenture shares in Q4 2023, an estimated $200K.
Santori & Peters Inc first reported a position in Accenture in Q4 2017 and held it in 19 quarters.
Santori & Peters Inc's Accenture position peaked at $487K in Q4 2021.
2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on Santori & Peters Inc's 13F filing for Q4 2023, filed 5 Feb 2024.