Sugarloaf Wealth Management’s Accenture ACN Stock Holding History

Sugarloaf Wealth Management’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 Q4	$262K	Buy	745 +56	+8%	+$20.2K	0.05%	138
2024 Q3	$243K	Buy	689 +109	+19%	+$35.8K	0.05%	135
2024 Q2	$176K	Buy	580 +3	+0.5%	+$919	0.04%	158
2024 Q1	$200K	Buy	577 +67	+13%	+$24.4K	0.04%	147
2023 Q4	$179K	Buy	510 +21	+4%	+$6.77K	0.04%	151
2023 Q3	$150K	Buy	489 +53	+12%	+$16.7K	0.04%	169
2023 Q2	$135K	Buy	436 +38	+10%	+$11K	0.03%	182
2023 Q1	$114K	Buy	398 +55	+16%	+$15K	0.03%	189
2022 Q4	$91.6K	Buy	343 +6	+2%	+$1.66K	0.02%	208
2022 Q3	$87K	Buy	337 +2	+0.6%	+$578	0.02%	212
2022 Q2	$93K	Buy	335 +53	+19%	+$15.9K	0.02%	198
2022 Q1	$95K	Buy	282 +177	+169%	+$59.7K	0.02%	195
2021 Q4	$43K	Hold	105	–	–	0.01%	312
2021 Q3	$33K	Hold	105	–	–	0.01%	336
2021 Q2	$31K	Buy	105 +1	+1%	+$286	0.01%	344
2021 Q1	$29	Hold	104	–	–	0.01%	349
2020 Q4	$27K	Hold	104	–	–	0.01%	334
2020 Q3	$23K	Hold	104	–	–	0.01%	330
2020 Q2	$22K	Buy	104 +1	+1%	+$189	0.01%	334
2020 Q1	$17K	Hold	103	–	–	0.01%	354
2019 Q4	$22K	Buy	+103	New	+$20.1K	0.01%	355

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

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

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

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

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

Sugarloaf Wealth Management's ACN Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Accenture (ACN) stake by 8.1% in Q4 2024, buying an estimated $20.2K and bringing the position to 745 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #138.

Sugarloaf Wealth Management first reported a position in ACN in Q4 2019 and has held it in 21 quarters since. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Sugarloaf Wealth Management held 745 shares of Accenture worth $262K as of Q4 2024.
Sugarloaf Wealth Management bought 56 Accenture shares in Q4 2024, an estimated $20.2K.
Accenture made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #138 holding.
Sugarloaf Wealth Management first reported a position in Accenture in Q4 2019 and has held it in 21 quarters since.
2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.