SSG
ACCD

Summit Securities Group’s Accolade Inc ACCD Stock Holding History

Summit Securities Group’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
2024
Q4 		– Sell
-1,056
Closed -$4K – 952
2024
Q3 		$4K Buy
+1,056
New +$4.14K ﹤0.01% 445

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FG
Fairman Group Chesterbrook, Pennsylvania $117M AUM 5.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Summit Securities Group's ACCD Position: Q4 2024 in Review

Summit Securities Group sold out of Accolade Inc (ACCD) in Q4 2024, closing a stake of 1,056 shares — an estimated $4K sold.

Summit Securities Group first reported a position in ACCD in Q3 2024 and held it in 1 quarter. The position peaked at $4K in Q3 2024. 155 funds tracked by Wall St. Rank hold ACCD as of Q4 2024.

  • Summit Securities Group reported no remaining Accolade Inc position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 1,056 Accolade Inc shares in Q4 2024, an estimated $4K.
  • Summit Securities Group first reported a position in Accolade Inc in Q3 2024 and held it in 1 quarter.
  • Summit Securities Group's Accolade Inc position peaked at $4K in Q3 2024.
  • 155 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.