WT
ACCO icon

Whittier Trust’s Acco Brands ACCO Stock Holding History

Whittier Trust’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
2024
Q1 		– Sell
-376
Closed -$2.29K – 1510
2023
Q4 		$2.29K Buy
+376
New +$1.99K ﹤0.01% 1393
2023
Q3 		– Sell
-4
Closed -$20 – 1675
2023
Q2 		$20 Hold
4
– – ﹤0.01% 1557
2023
Q1 		$21 Hold
4
– – ﹤0.01% 1600
2022
Q4 		$22 Hold
4
– – ﹤0.01% 1618
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1660
2022
Q2 		$0 Buy
+4
New +$29 ﹤0.01% 1668
2013
Q4 		– Sell
-376
Closed -$2K – 1075
2013
Q3 		$2K Hold
376
– – ﹤0.01% 1016
2013
Q2 		$2K Buy
+376
New +$2.54K ﹤0.01% 1019

Other funds holding ACCO

Vanguard Group
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return