WCM
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Weld Capital Management’s Acco Brands ACCO Stock Holding History

Weld Capital Management’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30,496
Closed -$258K – 301
2020
Q4 		$258K Buy
30,496
+14,975
+96% +$109K 0.1% 325
2020
Q3 		$90K Buy
+15,521
New +$102K 0.04% 451
2019
Q4 		– Sell
-15,977
Closed -$158K – 571
2019
Q3 		$158K Buy
+15,977
New +$144K 0.03% 719
2019
Q1 		– Sell
-22,789
Closed -$155K – 625
2018
Q4 		$155K Buy
+22,789
New +$195K 0.03% 604

Other funds holding ACCO

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return