SGI
ACCD

Summit Global Investments’s Accolade Inc ACCD Stock Holding History

Summit Global Investments’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,600
Closed -$254K – 641
2021
Q1 		$254K Buy
+5,600
New +$270K 0.02% 481

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Global Investments's ACCD Position: Q2 2021 in Review

Summit Global Investments sold out of Accolade Inc (ACCD) in Q2 2021, closing a stake of 5,600 shares — an estimated $254K sold.

Summit Global Investments first reported a position in ACCD in Q1 2021 and held it in 1 quarter. The position peaked at $254K in Q1 2021. 162 funds tracked by Wall St. Rank hold ACCD as of Q2 2021.

  • Summit Global Investments reported no remaining Accolade Inc position as of Q2 2021 after selling out during the quarter.
  • Summit Global Investments sold 5,600 Accolade Inc shares in Q2 2021, an estimated $254K.
  • Summit Global Investments first reported a position in Accolade Inc in Q1 2021 and held it in 1 quarter.
  • Summit Global Investments's Accolade Inc position peaked at $254K in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2021.

Based on Summit Global Investments's 13F filing for Q2 2021, filed 28 Jan 2022.