WCM Investment Management
ACH

WCM Investment Management’s Accendra Health ACH Stock Holding History

WCM Investment Management’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
2021
Q1 		– Sell
-76,790
Closed -$2.08M – 203
2020
Q4 		$2.08M Buy
+76,790
New +$1.98M 0.01% 158
2017
Q1 		– Sell
-20,165
Closed -$712K – 146
2016
Q4 		$712K Sell
20,165
-84,302
-81% -$2.85M 0.01% 133
2016
Q3 		$3.63M Sell
104,467
-93,670
-47% -$3.28M 0.04% 98
2016
Q2 		$7.41M Sell
198,137
-38,626
-16% -$1.45M 0.12% 63
2016
Q1 		$9.57M Sell
236,763
-1,866
-0.8% -$69.5K 0.15% 55
2015
Q4 		$8.59M Sell
238,629
-20,941
-8% -$758K 0.18% 65
2015
Q3 		$8.29M Sell
259,570
-22,787
-8% -$776K 0.21% 60
2015
Q2 		$9.6M Buy
282,357
+15,827
+6% +$533K 0.22% 68
2015
Q1 		$9.02M Buy
+266,530
New +$9.28M 0.18% 81

Other funds holding ACH

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 $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WCM Investment Management's ACH Position: Q1 2021 in Review

WCM Investment Management sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 76,790 shares — an estimated $2.08M sold.

WCM Investment Management first reported a position in ACH in Q1 2015 and held it in 9 quarters. The position peaked at $9.6M in Q2 2015. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • WCM Investment Management reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • WCM Investment Management sold 76,790 Accendra Health shares in Q1 2021, an estimated $2.08M.
  • WCM Investment Management first reported a position in Accendra Health in Q1 2015 and held it in 9 quarters.
  • WCM Investment Management's Accendra Health position peaked at $9.6M in Q2 2015.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

Based on WCM Investment Management's 13F filing for Q1 2021, filed 13 May 2021.