Stevard LLC’s Accenture ACN Stock Holding History

Stevard LLC’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 Q3	–	Sell	-2,520	Closed	-$765K	–	24
2024 Q2	$765K	Hold	2,520	–	–	0.66%	24
2024 Q1	$873K	Hold	2,520	–	–	0.79%	19
2023 Q4	$884K	Hold	2,520	–	–	0.87%	17
2023 Q3	$774K	Hold	2,520	–	–	0.78%	17
2023 Q2	$778K	Hold	2,520	–	–	0.74%	17
2023 Q1	$720K	Hold	2,520	–	–	0.68%	18
2022 Q4	$672K	Hold	2,520	–	–	0.57%	21
2022 Q3	$648K	Buy	+2,520	New	+$728K	0.61%	21
2022 Q1	$850K	Hold	2,520	–	–	0.65%	20
2021 Q4	$1.04M	Hold	2,520	–	–	0.74%	21
2021 Q3	$806K	Buy	2,520 +20	+0.8%	+$6.51K	0.63%	29
2021 Q2	$737K	Hold	2,500	–	–	0.57%	30
2021 Q1	$691K	Sell	2,500 -1,635	-40%	-$423K	0.57%	30
2020 Q4	$1.08M	Sell	4,135 -6,034	-59%	-$1.45M	0.37%	32
2020 Q3	$2.3M	Buy	10,169 +60	+0.6%	+$13.7K	0.96%	18
2020 Q2	$2.17M	Buy	10,109 +5,974	+144%	+$1.13M	1.11%	13
2020 Q1	$675K	Hold	4,135	–	–	0.44%	27
2019 Q4	$871K	Buy	+4,135	New	+$806K	0.55%	23

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stevard LLC's ACN Position: Q3 2024 in Review

Stevard LLC sold out of Accenture (ACN) in Q3 2024, closing a stake of 2,520 shares — an estimated $765K sold.

Stevard LLC first reported a position in ACN in Q4 2019 and held it in 18 quarters. The position peaked at $2.3M in Q3 2020. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

Stevard LLC reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
Stevard LLC sold 2,520 Accenture shares in Q3 2024, an estimated $765K.
Stevard LLC first reported a position in Accenture in Q4 2019 and held it in 18 quarters.
Stevard LLC's Accenture position peaked at $2.3M in Q3 2020.
2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Stevard LLC's 13F filing for Q3 2024, filed 14 Nov 2024.