TIM
ACCO icon

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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tortoise Investment Management's ACCO Position: Q3 2022 in Review

Tortoise Investment Management sold out of Acco Brands (ACCO) in Q3 2022, closing a stake of 11 shares.

Tortoise Investment Management first reported a position in ACCO in Q4 2014 and held it in 10 quarters. The position peaked at $2K in Q4 2014. 203 funds tracked by Wall St. Rank hold ACCO as of Q3 2022.

  • Tortoise Investment Management reported no remaining Acco Brands position as of Q3 2022 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Acco Brands shares in Q3 2022.
  • Tortoise Investment Management first reported a position in Acco Brands in Q4 2014 and held it in 10 quarters.
  • Tortoise Investment Management's Acco Brands position peaked at $2K in Q4 2014.
  • 203 funds tracked by Wall St. Rank held Acco Brands as of Q3 2022.

Based on Tortoise Investment Management's 13F filing for Q3 2022, filed 4 Nov 2022.