SFG
ACH

Steward Financial Group’s Accendra Health ACH Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+38
New +$674 ﹤0.01% 1487
2022
Q3 		– Sell
-19
Closed – – 937
2022
Q2 		$0 Buy
+19
New +$688 ﹤0.01% 1255

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Steward Financial Group's ACH Position: Q3 2023 in Review

Steward Financial Group opened a new position in Accendra Health (ACH) in Q3 2023: 38 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ACH as recently as Q2 2022.

Steward Financial Group first reported a position in ACH in Q2 2022 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold ACH as of Q3 2023.

  • Steward Financial Group held 38 shares of Accendra Health worth $0 as of Q3 2023.
  • Accendra Health was a new Steward Financial Group position in Q3 2023.
  • Accendra Health made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1487 holding.
  • Steward Financial Group first reported a position in Accendra Health in Q2 2022 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Accendra Health as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.