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Whitegate Investment Counselors’s Accenture ACN Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-40,223
Closed -$12.9M – 65
2021
Q3 		$12.9M Sell
40,223
-892
-2% -$290K 1.83% 16
2021
Q2 		$12.1M Sell
41,115
-319
-0.8% -$91.3K 1.72% 15
2021
Q1 		$11.4M Sell
41,434
-205
-0.5% -$53K 1.75% 16
2020
Q4 		$10.9M Sell
41,639
-555
-1% -$133K 1.76% 15
2020
Q3 		$9.54M Sell
42,194
-385
-0.9% -$88.2K 1.74% 15
2020
Q2 		$9.14M Buy
42,579
+605
+1% +$114K 1.83% 15
2020
Q1 		$6.85M Sell
41,974
-2,450
-6% -$472K 1.66% 16
2019
Q4 		$9.35M Sell
44,424
-500
-1% -$97.5K 1.7% 13
2019
Q3 		$8.64M Sell
44,924
-1,020
-2% -$197K 1.7% 13
2019
Q2 		$8.49M Sell
45,944
-215
-0.5% -$38.6K 1.71% 13
2019
Q1 		$8.13M Buy
46,159
+575
+1% +$90.3K 1.68% 12
2018
Q4 		$6.43M Sell
45,584
-130
-0.3% -$20.6K 1.49% 18
2018
Q3 		$7.78M Sell
45,714
-840
-2% -$140K 1.59% 15
2018
Q2 		$7.62M Sell
46,554
-240
-0.5% -$37.3K 1.56% 15
2018
Q1 		$7.18M Sell
46,794
-520
-1% -$82.4K 1.53% 18
2017
Q4 		$7.24M Sell
47,314
-250
-0.5% -$36.2K 1.51% 18
2017
Q3 		$6.42M Buy
47,564
+3,790
+9% +$494K 1.42% 20
2017
Q2 		$5.41M Buy
43,774
+478
+1% +$58.2K 1.22% 24
2017
Q1 		$5.19M Sell
43,296
-45
-0.1% -$5.37K 1.25% 22
2016
Q4 		$5.08M Sell
43,341
-490
-1% -$58.2K 1.36% 21
2016
Q3 		$5.36M Sell
43,831
-1,260
-3% -$143K 1.46% 20
2016
Q2 		$5.11M Buy
+45,091
New +$5.23M 1.42% 22
2014
Q1 		$5.14M Buy
+44,551
New +$3.66M 1.41% 21

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitegate Investment Counselors's ACN Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Accenture (ACN) in Q4 2021, closing a stake of 40,223 shares — an estimated $12.9M sold.

Whitegate Investment Counselors first reported a position in ACN in Q1 2014 and held it in 23 quarters. The position peaked at $12.9M in Q3 2021. 2,106 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Accenture position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 40,223 Accenture shares in Q4 2021, an estimated $12.9M.
  • Whitegate Investment Counselors first reported a position in Accenture in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Accenture position peaked at $12.9M in Q3 2021.
  • 2,106 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.