TIM
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Tortoise Investment Management’s Acco Brands ACCO Stock Holding History

Tortoise Investment Management’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11
Closed – – 743
2022
Q2 		$0 Hold
11
– – ﹤0.01% 727
2022
Q1 		$0 Hold
11
– – ﹤0.01% 674
2021
Q4 		$0 Hold
11
– – ﹤0.01% 645
2021
Q3 		$0 Hold
11
– – ﹤0.01% 611
2021
Q2 		$0 Hold
11
– – ﹤0.01% 594
2021
Q1 		$0 Buy
+11
New +$95 ﹤0.01% 580
2019
Q4 		– Sell
-77
Closed -$1K – 589
2019
Q3 		$1K Hold
77
– – ﹤0.01% 555
2019
Q2 		$1K Hold
77
– – ﹤0.01% 583
2019
Q1 		$1K Buy
+77
New +$673 ﹤0.01% 577
2015
Q1 		– Sell
-223
Closed -$2K – 415
2014
Q4 		$2K Buy
+223
New +$1.84K ﹤0.01% 415

Other funds holding ACCO

BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return