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Steel Grove Capital Advisors’s Accenture ACN Stock Holding History

Steel Grove Capital Advisors’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
Q2 		– Sell
-1,212
Closed -$420K – 172
2024
Q1 		$420K Buy
+1,212
New +$442K 0.06% 136
2019
Q1 		– Sell
-1,676
Closed -$236K – 119
2018
Q4 		$236K Buy
1,676
+15
+0.9% +$2.37K 0.03% 277
2018
Q3 		$283K Hold
1,661
– – 0.04% 259
2018
Q2 		$272K Buy
1,661
+14
+0.9% +$2.18K 0.04% 256
2018
Q1 		$253K Hold
1,647
– – 0.04% 265
2017
Q4 		$252K Buy
1,647
+15
+0.9% +$2.17K 0.04% 260
2017
Q3 		$220K Hold
1,632
– – 0.04% 260
2017
Q2 		$202K Buy
+1,632
New +$199K 0.04% 260

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steel Grove Capital Advisors's ACN Position: Q2 2024 in Review

Steel Grove Capital Advisors sold out of Accenture (ACN) in Q2 2024, closing a stake of 1,212 shares — an estimated $420K sold.

Steel Grove Capital Advisors first reported a position in ACN in Q2 2017 and held it in 8 quarters. The position peaked at $420K in Q1 2024. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Steel Grove Capital Advisors reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 1,212 Accenture shares in Q2 2024, an estimated $420K.
  • Steel Grove Capital Advisors first reported a position in Accenture in Q2 2017 and held it in 8 quarters.
  • Steel Grove Capital Advisors's Accenture position peaked at $420K in Q1 2024.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.