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Wellesley Investment Partners’s Accenture ACN Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$909K Sell
4,025
-605
-13% -$139K 0.31% 30
2020
Q2 		$994K Sell
4,630
-968
-17% -$183K 0.35% 26
2020
Q1 		$914K Sell
5,598
-765
-12% -$147K 0.36% 31
2019
Q4 		$1.34M Buy
6,363
+548
+9% +$107K 0.41% 25
2019
Q3 		$1.12M Buy
5,815
+142
+3% +$27.5K 0.37% 26
2019
Q2 		$1.05M Sell
5,673
-2,620
-32% -$471K 0.36% 30
2019
Q1 		$1.46M Sell
8,293
-1,110
-12% -$174K 0.5% 25
2018
Q4 		$1.32M Sell
9,403
-226
-2% -$35.8K 0.47% 29
2018
Q3 		$1.64M Buy
9,629
+214
+2% +$35.6K 0.53% 25
2018
Q2 		$1.54M Buy
9,415
+335
+4% +$52.1K 0.54% 27
2018
Q1 		$1.39M Sell
9,080
-122
-1% -$19.3K 0.5% 28
2017
Q4 		$1.41M Buy
9,202
+285
+3% +$41.3K 0.53% 27
2017
Q3 		$1.2M Sell
8,917
-481
-5% -$62.7K 0.49% 26
2017
Q2 		$1.16M Buy
9,398
+693
+8% +$84.4K 0.49% 29
2017
Q1 		$1.04M Buy
8,705
+398
+5% +$47.5K 0.46% 31
2016
Q4 		$973K Buy
8,307
+131
+2% +$15.5K 0.47% 31
2016
Q3 		$998K Buy
8,176
+476
+6% +$54.2K 0.52% 24
2016
Q2 		$872K Buy
7,700
+69
+0.9% +$8K 0.47% 25
2016
Q1 		$881K Buy
7,631
+121
+2% +$12.4K 0.53% 24
2015
Q4 		$784K Buy
+7,510
New +$793K 0.54% 24

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellesley Investment Partners's ACN Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Accenture (ACN) stake by 13% in Q3 2020, selling an estimated $139K and leaving 4,025 shares worth $909K. The position accounts for 0.31% of the portfolio, ranked #30.

Wellesley Investment Partners first reported a position in ACN in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.64M in Q3 2018. 1,635 funds tracked by Wall St. Rank hold ACN as of Q3 2020.

  • Wellesley Investment Partners held 4,025 shares of Accenture worth $909K as of Q3 2020.
  • Wellesley Investment Partners sold 605 Accenture shares in Q3 2020, an estimated $139K.
  • Accenture made up 0.31% of Wellesley Investment Partners's portfolio in Q3 2020, its #30 holding.
  • Wellesley Investment Partners first reported a position in Accenture in Q4 2015 and has held it in 20 quarters since.
  • Wellesley Investment Partners's Accenture position peaked at $1.64M in Q3 2018.
  • 1,635 funds tracked by Wall St. Rank held Accenture as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.