Stewart & Patten Company’s Accenture ACN Stock Holding History

Stewart & Patten Company’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 Q1	$351K	Hold	1,014	–	–	0.05%	67
2023 Q4	$356K	Hold	1,014	–	–	0.06%	68
2023 Q3	$311K	Hold	1,014	–	–	0.05%	68
2023 Q2	$313K	Sell	1,014 -4	-0.4%	-$1.16K	0.05%	69
2023 Q1	$291K	Buy	1,018 +4	+0.4%	+$1.09K	0.05%	72
2022 Q4	$271K	Hold	1,014	–	–	0.05%	75
2022 Q3	$261K	Buy	+1,014	New	+$293K	0.05%	74
2022 Q2	–	Sell	-625	Closed	-$211K	–	85
2022 Q1	$211K	Buy	625 +25	+4%	+$8.43K	0.03%	86
2021 Q4	$249K	Sell	600 -200	-25%	-$72.9K	0.04%	80
2021 Q3	$256K	Hold	800	–	–	0.04%	75
2021 Q2	$236K	Sell	800 -100	-11%	-$28.6K	0.04%	84
2021 Q1	$249K	Hold	900	–	–	0.04%	78
2020 Q4	$235K	Sell	900 -150	-14%	-$36K	0.04%	82
2020 Q3	$237K	Hold	1,050	–	–	0.04%	81
2020 Q2	$225K	Buy	+1,050	New	+$199K	0.04%	79
2020 Q1	–	Sell	-1,050	Closed	-$221K	–	84
2019 Q4	$221K	Hold	1,050	–	–	0.04%	89
2019 Q3	$202K	Buy	+1,050	New	+$203K	0.04%	97

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

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

Capital Research Global Investors

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