Voloridge Investment Management
ACCD

Voloridge Investment Management’s Accolade Inc ACCD Stock Holding History

Voloridge Investment Management’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18,643
Closed -$251K – 1641
2023
Q2 		$251K Sell
18,643
-173,886
-90% -$2.26M ﹤0.01% 1303
2023
Q1 		$2.77M Sell
192,529
-97,853
-34% -$1.11M 0.01% 884
2022
Q4 		$2.26M Buy
290,382
+33,306
+13% +$318K 0.01% 929
2022
Q3 		$2.94M Buy
257,076
+45,893
+22% +$500K 0.02% 854
2022
Q2 		$1.56M Buy
+211,183
New +$1.85M 0.01% 1083
2022
Q1 		– Sell
-27,492
Closed -$725K – 1759
2021
Q4 		$725K Sell
27,492
-85,129
-76% -$2.79M ﹤0.01% 1345
2021
Q3 		$4.75M Sell
112,621
-96,070
-46% -$4.51M 0.03% 705
2021
Q2 		$11.3M Buy
208,691
+61,003
+41% +$2.96M 0.08% 365
2021
Q1 		$6.7M Buy
147,688
+141,288
+2,208% +$6.8M 0.05% 438
2020
Q4 		$278K Buy
+6,400
New +$284K ﹤0.01% 1233

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Voloridge Investment Management's ACCD Position: Q3 2023 in Review

Voloridge Investment Management sold out of Accolade Inc (ACCD) in Q3 2023, closing a stake of 18,643 shares — an estimated $251K sold.

Voloridge Investment Management first reported a position in ACCD in Q4 2020 and held it in 10 quarters. The position peaked at $11.3M in Q2 2021. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2023.

  • Voloridge Investment Management reported no remaining Accolade Inc position as of Q3 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 18,643 Accolade Inc shares in Q3 2023, an estimated $251K.
  • Voloridge Investment Management first reported a position in Accolade Inc in Q4 2020 and held it in 10 quarters.
  • Voloridge Investment Management's Accolade Inc position peaked at $11.3M in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2023.

Based on Voloridge Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.