Squar Milner Financial Services’s Accenture ACN Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-4,901	Closed	-$1.05M	–	5
2020 Q2	$1.05M	Buy	4,901 +1,051	+27%	+$199K	0.6%	37
2020 Q1	$628K	Buy	3,850 +467	+14%	+$90K	0.38%	53
2019 Q4	$712K	Sell	3,383 -1,819	-35%	-$355K	0.36%	53
2019 Q3	$1.18M	Buy	5,202 +2,811	+118%	+$544K	0.6%	42
2019 Q2	$442K	Buy	2,391 +481	+25%	+$86.4K	0.3%	81
2019 Q1	$336K	Buy	1,910 +145	+8%	+$22.8K	0.25%	94
2018 Q4	$249K	Hold	1,765	–	–	0.24%	108
2018 Q3	$300K	Sell	1,765 -43	-2%	-$7.16K	0.27%	98
2018 Q2	$296K	Buy	1,808 +210	+13%	+$32.7K	0.26%	103
2018 Q1	$245K	Sell	1,598 -51	-3%	-$8.08K	0.31%	117
2017 Q4	$266K	Buy	+1,649	New	+$239K	0.32%	111

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's ACN Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Accenture (ACN) in Q3 2020, closing a stake of 4,901 shares — an estimated $1.05M sold.

Squar Milner Financial Services first reported a position in ACN in Q4 2017 and held it in 11 quarters. The position peaked at $1.18M in Q3 2019. 1,636 funds tracked by Wall St. Rank hold ACN as of Q3 2020.

Squar Milner Financial Services reported no remaining Accenture position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,901 Accenture shares in Q3 2020, an estimated $1.05M.
Squar Milner Financial Services first reported a position in Accenture in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Accenture position peaked at $1.18M in Q3 2019.
1,636 funds tracked by Wall St. Rank held Accenture as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.