SXL
ACN icon

Summit X LLC’s Accenture ACN Stock Holding History

Summit X LLC’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
2023
Q3 		– Sell
-2,154
Closed -$665K – 182
2023
Q2 		$665K Buy
2,154
+144
+7% +$41.8K 0.16% 128
2023
Q1 		$574K Sell
2,010
-10
-0.5% -$2.73K 0.15% 137
2022
Q4 		$561K Sell
2,020
-67
-3% -$18.5K 0.16% 137
2022
Q3 		$537K Buy
2,087
+67
+3% +$19.4K 0.16% 143
2022
Q2 		$559K Sell
2,020
-10
-0.5% -$3K 0.16% 138
2022
Q1 		$680K Sell
2,030
-1,357
-40% -$458K 0.17% 124
2021
Q4 		$1.41M Sell
3,387
-89
-3% -$32.4K 0.33% 71
2021
Q3 		$1.11M Sell
3,476
-17
-0.5% -$5.53K 0.28% 83
2021
Q2 		$1.03M Sell
3,493
-90
-3% -$25.8K 0.26% 93
2021
Q1 		$988K Sell
3,583
-103
-3% -$26.6K 0.27% 89
2020
Q4 		$965K Sell
3,686
-235
-6% -$56.3K 0.28% 88
2020
Q3 		$11.8K Hold
3,921
– – 0.19% 76
2020
Q2 		$842K Buy
3,921
+110
+3% +$20.8K 0.31% 81
2020
Q1 		$625K Buy
3,811
+1,055
+38% +$203K 0.29% 87
2019
Q4 		$577K Buy
2,756
+35
+1% +$6.82K 0.21% 118
2019
Q3 		$532K Buy
2,721
+212
+8% +$41K 0.21% 125
2019
Q2 		$464K Hold
2,509
– – 0.19% 130
2019
Q1 		$443K Buy
2,509
+195
+8% +$30.6K 0.19% 135
2018
Q4 		$328K Buy
+2,314
New +$366K 0.19% 146

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit X LLC's ACN Position: Q3 2023 in Review

Summit X LLC sold out of Accenture (ACN) in Q3 2023, closing a stake of 2,154 shares — an estimated $665K sold.

Summit X LLC first reported a position in ACN in Q4 2018 and held it in 19 quarters. The position peaked at $1.41M in Q4 2021. 2,134 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Summit X LLC reported no remaining Accenture position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 2,154 Accenture shares in Q3 2023, an estimated $665K.
  • Summit X LLC first reported a position in Accenture in Q4 2018 and held it in 19 quarters.
  • Summit X LLC's Accenture position peaked at $1.41M in Q4 2021.
  • 2,134 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.