Transform Wealth’s Albertsons Companies ACI Stock Holding History

Transform Wealth’s Portfolio ACI Stock Details ACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-325,360	Closed	-$8.09M	–	218
2022 Q3	$8.09M	Buy	325,360 +23,355	+8%	+$638K	1.05%	30
2022 Q2	$8.07M	Buy	302,005 +11,828	+4%	+$362K	1.2%	26
2022 Q1	$9.65M	Buy	+290,177	New	+$9.02M	1.08%	27

Other funds holding ACI

CCM

Cerberus Capital Management New York $2.1B AUM 36.72% 1-Year Est. Return

LAMC

Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Transform Wealth's ACI Position: Q4 2022 in Review

Transform Wealth sold out of Albertsons Companies (ACI) in Q4 2022, closing a stake of 325,360 shares — an estimated $8.09M sold.

Transform Wealth first reported a position in ACI in Q1 2022 and held it in 3 quarters. The position peaked at $9.65M in Q1 2022. 344 funds tracked by Wall St. Rank hold ACI as of Q4 2022.

Transform Wealth reported no remaining Albertsons Companies position as of Q4 2022 after selling out during the quarter.
Transform Wealth sold 325,360 Albertsons Companies shares in Q4 2022, an estimated $8.09M.
Transform Wealth first reported a position in Albertsons Companies in Q1 2022 and held it in 3 quarters.
Transform Wealth's Albertsons Companies position peaked at $9.65M in Q1 2022.
344 funds tracked by Wall St. Rank held Albertsons Companies as of Q4 2022.

Based on Transform Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.