SummerHaven Investment Management’s Accendra Health ACH Stock Holding History

SummerHaven Investment Management’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
2025 Q3	–	Sell	-61,555	Closed	-$560K	–	267
2025 Q2	$560K	Buy	61,555 +2,125	+4%	+$15.7K	0.37%	150
2025 Q1	$537K	Buy	59,430 +1,010	+2%	+$10.7K	0.37%	155
2024 Q4	$764K	Hold	58,420	–	–	0.47%	115
2024 Q3	$917K	Buy	+58,420	New	+$885K	0.56%	48
2023 Q3	–	Sell	-18,423	Closed	-$351K	–	246
2023 Q2	$351K	Sell	18,423 -7,689	-29%	-$137K	0.22%	183
2023 Q1	$380K	Buy	26,112 +1,121	+4%	+$20.1K	0.22%	193
2022 Q4	$488K	Buy	24,991 +573	+2%	+$11.2K	0.29%	192
2022 Q3	$588K	Buy	24,418 +4,031	+20%	+$124K	0.41%	179
2022 Q2	$641K	Hold	20,387	–	–	0.43%	128
2022 Q1	$897K	Buy	20,387 +937	+5%	+$40.2K	0.51%	95
2021 Q4	$846K	Hold	19,450	–	–	0.46%	128
2021 Q3	$609K	Sell	19,450 -36,009	-65%	-$1.42M	0.36%	195
2021 Q2	$2.35M	Buy	55,459 +1,501	+3%	+$58.4K	1.34%	2
2021 Q1	$2.03M	Hold	53,958	–	–	1.24%	2
2020 Q4	$1.46M	Buy	+53,958	New	+$1.39M	1.13%	1

Other funds holding ACH

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

SummerHaven Investment Management's ACH Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Accendra Health (ACH) in Q3 2025, closing a stake of 61,555 shares — an estimated $560K sold.

SummerHaven Investment Management first reported a position in ACH in Q4 2020 and held it in 15 quarters. The position peaked at $2.35M in Q2 2021. 202 funds tracked by Wall St. Rank hold ACH as of Q3 2025.

SummerHaven Investment Management reported no remaining Accendra Health position as of Q3 2025 after selling out during the quarter.
SummerHaven Investment Management sold 61,555 Accendra Health shares in Q3 2025, an estimated $560K.
SummerHaven Investment Management first reported a position in Accendra Health in Q4 2020 and held it in 15 quarters.
SummerHaven Investment Management's Accendra Health position peaked at $2.35M in Q2 2021.
202 funds tracked by Wall St. Rank held Accendra Health as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.