SFM
ACH

Systematic Financial Management’s Accendra Health ACH Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-44,165
Closed -$337K – 385
2020
Q2 		$337K Sell
44,165
-20,425
-32% -$149K 0.02% 239
2020
Q1 		$591K Sell
64,590
-17,325
-21% -$105K 0.04% 169
2019
Q4 		$424K Sell
81,915
-30,160
-27% -$194K 0.02% 441
2019
Q3 		$651K Sell
112,075
-177,130
-61% -$794K 0.03% 178
2019
Q2 		$925K Buy
289,205
+78,210
+37% +$267K 0.04% 350
2019
Q1 		$865K Buy
210,995
+31,230
+17% +$197K 0.03% 530
2018
Q4 		$1.14M Buy
179,765
+100,510
+127% +$1.04M 0.04% 385
2018
Q3 		$1.31M Sell
79,255
-7,490
-9% -$127K 0.03% 458
2018
Q2 		$1.45M Sell
86,745
-7,060
-8% -$114K 0.04% 363
2018
Q1 		$1.46M Buy
93,805
+13,280
+16% +$237K 0.03% 321
2017
Q4 		$1.52M Buy
80,525
+29,570
+58% +$656K 0.03% 382
2017
Q3 		$1.49M Buy
50,955
+705
+1% +$20.8K 0.03% 440
2017
Q2 		$1.62M Buy
50,250
+990
+2% +$32.5K 0.03% 490
2017
Q1 		$1.7M Sell
49,260
-1,885
-4% -$67.3K 0.03% 435
2016
Q4 		$1.8M Sell
51,145
-115
-0.2% -$3.89K 0.03% 407
2016
Q3 		$1.78M Buy
51,260
+2,150
+4% +$75.3K 0.03% 398
2016
Q2 		$1.83M Buy
49,110
+7,225
+17% +$272K 0.03% 370
2016
Q1 		$1.69M Sell
41,885
-6,770
-14% -$252K 0.02% 418
2015
Q4 		$1.75M Sell
48,655
-14,265
-23% -$516K 0.02% 394
2015
Q3 		$2.01M Sell
62,920
-10,790
-15% -$367K 0.02% 477
2015
Q2 		$2.51M Buy
+73,710
New +$2.48M 0.02% 442
2014
Q3 		– Sell
-51,369
Closed -$1.75M – 713
2014
Q2 		$1.75M Buy
51,369
+1,405
+3% +$48.1K 0.01% 618
2014
Q1 		$1.75M Buy
49,964
+1,295
+3% +$45.7K 0.01% 605
2013
Q4 		$1.78M Sell
48,669
-364,855
-88% -$13.4M 0.01% 551
2013
Q3 		$14.3M Buy
413,524
+371,960
+895% +$13M 0.11% 190
2013
Q2 		$1.41M Buy
+41,564
New +$1.38M 0.01% 519

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Financial Management's ACH Position: Q3 2020 in Review

Systematic Financial Management sold out of Accendra Health (ACH) in Q3 2020, closing a stake of 44,165 shares — an estimated $337K sold.

Systematic Financial Management first reported a position in ACH in Q2 2013 and held it in 26 quarters. The position peaked at $14.3M in Q3 2013. 204 funds tracked by Wall St. Rank hold ACH as of Q3 2020.

  • Systematic Financial Management reported no remaining Accendra Health position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 44,165 Accendra Health shares in Q3 2020, an estimated $337K.
  • Systematic Financial Management first reported a position in Accendra Health in Q2 2013 and held it in 26 quarters.
  • Systematic Financial Management's Accendra Health position peaked at $14.3M in Q3 2013.
  • 204 funds tracked by Wall St. Rank held Accendra Health as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.