WHG
ACH

Westwood Holdings Group’s Accendra Health ACH Stock Holding History

Westwood Holdings Group’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
Q2 		– Sell
-5,440
Closed -$204K – 470
2021
Q1 		$204K Buy
+5,440
New +$170K ﹤0.01% 450
2016
Q3 		– Sell
-755,110
Closed -$28.2M – 488
2016
Q2 		$28.2M Sell
755,110
-66,149
-8% -$2.49M 0.25% 120
2016
Q1 		$33.2M Buy
+821,259
New +$30.6M 0.29% 119

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Westwood Holdings Group's ACH Position: Q2 2021 in Review

Westwood Holdings Group sold out of Accendra Health (ACH) in Q2 2021, closing a stake of 5,440 shares — an estimated $204K sold.

Westwood Holdings Group first reported a position in ACH in Q1 2016 and held it in 3 quarters. The position peaked at $33.2M in Q1 2016. 260 funds tracked by Wall St. Rank hold ACH as of Q2 2021.

  • Westwood Holdings Group reported no remaining Accendra Health position as of Q2 2021 after selling out during the quarter.
  • Westwood Holdings Group sold 5,440 Accendra Health shares in Q2 2021, an estimated $204K.
  • Westwood Holdings Group first reported a position in Accendra Health in Q1 2016 and held it in 3 quarters.
  • Westwood Holdings Group's Accendra Health position peaked at $33.2M in Q1 2016.
  • 260 funds tracked by Wall St. Rank held Accendra Health as of Q2 2021.

Based on Westwood Holdings Group's 13F filing for Q2 2021, filed 16 Aug 2021.