Trust Company of Vermont’s Accendra Health ACH Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-1,000	Closed	-$5K	–	927
2019 Q4	$5K	Hold	1,000	–	–	﹤0.01%	788
2019 Q3	$6K	Hold	1,000	–	–	﹤0.01%	809
2019 Q2	$3K	Hold	1,000	–	–	﹤0.01%	909
2019 Q1	$4K	Hold	1,000	–	–	﹤0.01%	821
2018 Q4	$6K	Hold	1,000	–	–	﹤0.01%	815
2018 Q3	$17K	Buy	+1,000	New	+$17K	﹤0.01%	716
2016 Q4	–	Sell	-452	Closed	-$16K	–	936
2016 Q3	$16K	Buy	+452	New	+$15.8K	﹤0.01%	603

Other funds holding ACH

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trust Company of Vermont's ACH Position: Q1 2020 in Review

Trust Company of Vermont sold out of Accendra Health (ACH) in Q1 2020, closing a stake of 1,000 shares — an estimated $5K sold.

Trust Company of Vermont first reported a position in ACH in Q3 2016 and held it in 7 quarters. The position peaked at $17K in Q3 2018. 183 funds tracked by Wall St. Rank hold ACH as of Q1 2020.

Trust Company of Vermont reported no remaining Accendra Health position as of Q1 2020 after selling out during the quarter.
Trust Company of Vermont sold 1,000 Accendra Health shares in Q1 2020, an estimated $5K.
Trust Company of Vermont first reported a position in Accendra Health in Q3 2016 and held it in 7 quarters.
Trust Company of Vermont's Accendra Health position peaked at $17K in Q3 2018.
183 funds tracked by Wall St. Rank held Accendra Health as of Q1 2020.

Based on Trust Company of Vermont's 13F filing for Q1 2020, filed 24 Apr 2020.