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Wintrust Investments’s Accenture ACN Stock Holding History

Wintrust Investments’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
2024
Q4 		$178K Sell
529
-54
-9% -$19.4K 0.16% 107
2024
Q3 		$195K Sell
583
-5,252
-90% -$1.73M 0.14% 132
2024
Q2 		$1.71M Sell
5,835
-271
-4% -$83K 0.14% 137
2024
Q1 		$1.99M Sell
6,106
-126
-2% -$45.9K 0.18% 123
2023
Q4 		$2.03M Sell
6,232
-4,118
-40% -$1.33M 0.2% 105
2023
Q3 		$3.1M Sell
10,350
-1,056
-9% -$333K 0.32% 65
2023
Q2 		$3.44M Buy
11,406
+6,906
+153% +$2.01M 0.35% 59
2023
Q1 		$1.33M Sell
4,500
-5,600
-55% -$1.53M 0.17% 112
2022
Q4 		$2.83M Buy
10,100
+501
+5% +$139K 0.37% 53
2022
Q3 		$2.69M Buy
9,599
+137
+1% +$39.6K 0.34% 59
2022
Q2 		$2.77M Sell
9,462
-2,241
-19% -$673K 0.33% 52
2022
Q1 		$3.91M Buy
11,703
+7,164
+158% +$2.42M 0.38% 47
2021
Q4 		$1.88M Buy
+4,539
New +$1.65M 0.18% 108
2021
Q2 		– Sell
-2,873
Closed -$794K – 419
2021
Q1 		$794K Buy
2,873
+216
+8% +$55.8K 0.08% 200
2020
Q4 		$694K Buy
2,657
+254
+11% +$60.9K 0.2% 86
2020
Q3 		$543K Sell
2,403
-3,046
-56% -$698K 0.07% 189
2020
Q2 		$1.04M Buy
5,449
+3,372
+162% +$638K 0.15% 116
2020
Q1 		$339K Buy
2,077
+420
+25% +$80.9K 0.06% 226
2019
Q4 		$349K Sell
1,657
-977
-37% -$190K 0.05% 263
2019
Q3 		$490K Sell
2,634
-1,130
-30% -$219K 0.07% 204
2019
Q2 		$673K Sell
3,764
-1,059
-22% -$190K 0.1% 161
2019
Q1 		$843K Buy
4,823
+2,799
+138% +$440K 0.14% 137
2018
Q4 		$285K Buy
2,024
+438
+28% +$69.3K 0.05% 270
2018
Q3 		$270K Buy
1,586
+20
+1% +$3.33K 0.04% 299
2018
Q2 		$256K Buy
+1,566
New +$244K 0.04% 302
2018
Q1 		– Sell
-4,363
Closed -$668K – 255
2017
Q4 		$668K Buy
4,363
+191
+5% +$27.7K 0.16% 139
2017
Q3 		$564K Sell
4,172
-15
-0.4% -$1.95K 0.14% 153
2017
Q2 		$518K Sell
4,187
-312
-7% -$38K 0.14% 158
2017
Q1 		$539K Buy
+4,499
New +$537K 0.15% 154

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wintrust Investments's ACN Position: Q4 2024 in Review

Wintrust Investments reduced its Accenture (ACN) stake by 9.3% in Q4 2024, selling an estimated $19.4K and leaving 529 shares worth $178K. The position accounts for 0.16% of the portfolio, ranked #107.

Wintrust Investments first reported a position in ACN in Q1 2017 and has held it in 29 quarters since. The position peaked at $3.91M in Q1 2022. 2,515 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Wintrust Investments held 529 shares of Accenture worth $178K as of Q4 2024.
  • Wintrust Investments sold 54 Accenture shares in Q4 2024, an estimated $19.4K.
  • Accenture made up 0.16% of Wintrust Investments's portfolio in Q4 2024, its #107 holding.
  • Wintrust Investments first reported a position in Accenture in Q1 2017 and has held it in 29 quarters since.
  • Wintrust Investments's Accenture position peaked at $3.91M in Q1 2022.
  • 2,515 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.