SBH
ACH

Segall Bryant & Hamill’s Accendra Health ACH Stock Holding History

Segall Bryant & Hamill’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
2024
Q4 		– Sell
-137,199
Closed -$2.15M – 626
2024
Q3 		$2.15M Buy
137,199
+2,883
+2% +$43.7K 0.03% 430
2024
Q2 		$1.81M Buy
+134,316
New +$2.75M 0.03% 370

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Segall Bryant & Hamill's ACH Position: Q4 2024 in Review

Segall Bryant & Hamill sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 137,199 shares — an estimated $2.15M sold.

Segall Bryant & Hamill first reported a position in ACH in Q2 2024 and held it in 2 quarters. The position peaked at $2.15M in Q3 2024. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.

  • Segall Bryant & Hamill reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
  • Segall Bryant & Hamill sold 137,199 Accendra Health shares in Q4 2024, an estimated $2.15M.
  • Segall Bryant & Hamill first reported a position in Accendra Health in Q2 2024 and held it in 2 quarters.
  • Segall Bryant & Hamill's Accendra Health position peaked at $2.15M in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.

Based on Segall Bryant & Hamill's 13F filing for Q4 2024, filed 11 Feb 2025.