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Scholtz & Company’s Accenture ACN Stock Holding History

Scholtz & Company’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
2024
Q1 		– Sell
-1,450
Closed -$509K – 51
2023
Q4 		$509K Buy
+1,450
New +$467K 0.25% 48
2022
Q1 		– Sell
-3,776
Closed -$1.56M – 54
2021
Q4 		$1.56M Buy
3,776
+366
+11% +$133K 0.51% 41
2021
Q3 		$1.09M Sell
3,410
-120
-3% -$39K 0.39% 42
2021
Q2 		$1.04M Buy
3,530
+758
+27% +$217K 0.36% 47
2021
Q1 		$766K Buy
2,772
+939
+51% +$243K 0.29% 47
2020
Q4 		$479K Buy
1,833
+437
+31% +$105K 0.19% 55
2020
Q3 		$315K Buy
1,396
+417
+43% +$95.5K 0.14% 57
2020
Q2 		$210K Buy
+979
New +$185K 0.1% 56
2020
Q1 		– Sell
-1,600
Closed -$337K – 51
2019
Q4 		$337K Buy
+1,600
New +$312K 0.2% 52

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Scholtz & Company's ACN Position: Q1 2024 in Review

Scholtz & Company sold out of Accenture (ACN) in Q1 2024, closing a stake of 1,450 shares — an estimated $509K sold.

Scholtz & Company first reported a position in ACN in Q4 2019 and held it in 9 quarters. The position peaked at $1.56M in Q4 2021. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • Scholtz & Company reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • Scholtz & Company sold 1,450 Accenture shares in Q1 2024, an estimated $509K.
  • Scholtz & Company first reported a position in Accenture in Q4 2019 and held it in 9 quarters.
  • Scholtz & Company's Accenture position peaked at $1.56M in Q4 2021.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.