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United Capital Management of KS’s Accenture ACN Stock Holding History

United Capital Management of KS’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,329
Closed -$408K – 77
2023
Q3 		$408K Sell
1,329
-36
-3% -$11.3K 0.14% 65
2023
Q2 		$421K Sell
1,365
-108
-7% -$31.4K 0.13% 68
2023
Q1 		$421K Sell
1,473
-8
-0.5% -$2.18K 0.16% 66
2022
Q4 		$395K Buy
1,481
+7
+0.5% +$1.94K 0.16% 68
2022
Q3 		$379K Sell
1,474
-55
-4% -$15.9K 0.18% 71
2022
Q2 		$424K Sell
1,529
-34
-2% -$10.2K 0.2% 68
2022
Q1 		$527K Buy
1,563
+15
+1% +$5.06K 0.2% 70
2021
Q4 		$642K Sell
1,548
-24
-2% -$8.75K 0.24% 70
2021
Q3 		$503K Buy
1,572
+14
+0.9% +$4.55K 0.21% 74
2021
Q2 		$459K Sell
1,558
-8,052
-84% -$2.31M 0.19% 75
2021
Q1 		$2.65M Buy
9,610
+540
+6% +$140K 1.22% 35
2020
Q4 		$2.37M Buy
9,070
+401
+5% +$96.1K 1.08% 39
2020
Q3 		$1.96M Buy
8,669
+714
+9% +$164K 1.03% 38
2020
Q2 		$1.71M Buy
7,955
+1,402
+21% +$265K 1% 38
2020
Q1 		$1.07M Buy
6,553
+1,745
+36% +$336K 0.9% 38
2019
Q4 		$1.01M Buy
4,808
+429
+10% +$83.6K 0.64% 52
2019
Q3 		$818K Buy
4,379
+306
+8% +$59.2K 0.6% 56
2019
Q2 		$761K Buy
4,073
+522
+15% +$93.8K 0.58% 57
2019
Q1 		$642K Buy
3,551
+869
+32% +$137K 0.5% 61
2018
Q4 		$378K Buy
2,682
+431
+19% +$68.2K 0.35% 79
2018
Q3 		$390K Buy
+2,251
New +$375K 0.31% 80

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Management of KS's ACN Position: Q4 2023 in Review

United Capital Management of KS sold out of Accenture (ACN) in Q4 2023, closing a stake of 1,329 shares — an estimated $408K sold.

United Capital Management of KS first reported a position in ACN in Q3 2018 and held it in 21 quarters. The position peaked at $2.65M in Q1 2021. 2,313 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • United Capital Management of KS reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
  • United Capital Management of KS sold 1,329 Accenture shares in Q4 2023, an estimated $408K.
  • United Capital Management of KS first reported a position in Accenture in Q3 2018 and held it in 21 quarters.
  • United Capital Management of KS's Accenture position peaked at $2.65M in Q1 2021.
  • 2,313 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on United Capital Management of KS's 13F filing for Q4 2023, filed 25 Jan 2024.