Winch Advisory Services’s Acushnet Holdings GOLF Stock Holding History

Winch Advisory Services’s Portfolio GOLF Stock Details GOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-213	Closed	-$9K	–	451
2022 Q1	$9K	Buy	213 +1	+0.5%	+$45	﹤0.01%	262
2021 Q4	$11K	Buy	212 +1	+0.5%	+$53	﹤0.01%	257
2021 Q3	$10K	Hold	211	–	–	﹤0.01%	271
2021 Q2	$10K	Buy	211 +1	+0.5%	+$48	﹤0.01%	267
2021 Q1	$9K	Buy	210 +1	+0.5%	+$43	﹤0.01%	259
2020 Q4	$8K	Buy	209 +1	+0.5%	+$37	﹤0.01%	250
2020 Q3	$7K	Buy	208 +1	+0.5%	+$35	﹤0.01%	241
2020 Q2	$7K	Buy	207 +1	+0.5%	+$30	﹤0.01%	230
2020 Q1	$5K	Buy	206 +1	+0.5%	+$29	﹤0.01%	226
2019 Q4	$7K	Buy	205 +1	+0.5%	+$30	﹤0.01%	232
2019 Q3	$5K	Buy	204 +1	+0.5%	+$26	﹤0.01%	240
2019 Q2	$5K	Buy	+203	New	+$5.04K	﹤0.01%	250
2019 Q1	–	Sell	-102	Closed	-$2K	–	385
2018 Q4	$2K	Hold	102	–	–	﹤0.01%	291
2018 Q3	$3K	Buy	102 +1	+1%	+$26	﹤0.01%	255
2018 Q2	$2K	Buy	101 +1	+1%	+$24	﹤0.01%	284
2018 Q1	$2K	Buy	+100	New	+$2.17K	﹤0.01%	265

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return