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Steward Financial Group’s Accenture ACN Stock Holding History

Steward Financial Group’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
2023
Q3 		$206K Buy
673
+29
+5% +$9.14K 0.07% 70
2023
Q2 		$198K Buy
644
+74
+13% +$21.5K 0.06% 64
2023
Q1 		$162K Buy
570
+78
+16% +$21.3K 0.05% 49
2022
Q4 		$131K Buy
+492
New +$136K 0.07% 47
2022
Q3 		– Sell
-443
Closed -$122K – 67
2022
Q2 		$122K Buy
443
+29
+7% +$8.71K 0.1% 52
2022
Q1 		$139K Hold
414
– – 0.12% 41
2021
Q4 		$171K Buy
+414
New +$151K 0.16% 33

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Steward Financial Group increased its Accenture (ACN) stake by 4.5% in Q3 2023, buying an estimated $9.14K and bringing the position to 673 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #70.

Steward Financial Group first reported a position in ACN in Q4 2021 and has held it in 7 quarters since. 2,134 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Steward Financial Group held 673 shares of Accenture worth $206K as of Q3 2023.
  • Steward Financial Group bought 29 Accenture shares in Q3 2023, an estimated $9.14K.
  • Accenture made up 0.07% of Steward Financial Group's portfolio in Q3 2023, its #70 holding.
  • Steward Financial Group first reported a position in Accenture in Q4 2021 and has held it in 7 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

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