SAM
ACH

Soviero Asset Management’s Accendra Health ACH Stock Holding History

Soviero Asset Management’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
2023
Q1 		– Sell
-20,000
Closed -$391K – 49
2022
Q4 		$391K Buy
+20,000
New +$390K 0.23% 27

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Soviero Asset Management's ACH Position: Q1 2023 in Review

Soviero Asset Management sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 20,000 shares — an estimated $391K sold.

Soviero Asset Management first reported a position in ACH in Q4 2022 and held it in 1 quarter. The position peaked at $391K in Q4 2022. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Soviero Asset Management reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • Soviero Asset Management sold 20,000 Accendra Health shares in Q1 2023, an estimated $391K.
  • Soviero Asset Management first reported a position in Accendra Health in Q4 2022 and held it in 1 quarter.
  • Soviero Asset Management's Accendra Health position peaked at $391K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Soviero Asset Management's 13F filing for Q1 2023, filed 15 May 2023.