ZIG
ACH

Zullo Investment Group’s Accendra Health ACH Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-125
Closed -$2.44K – 519
2022
Q4 		$2.44K Hold
125
– – ﹤0.01% 673
2022
Q3 		$3K Hold
125
– – ﹤0.01% 659
2022
Q2 		$4K Hold
125
– – ﹤0.01% 659
2022
Q1 		$6K Hold
125
– – ﹤0.01% 627
2021
Q4 		$5K Buy
+125
New +$4.9K ﹤0.01% 661

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Zullo Investment Group's ACH Position: Q1 2023 in Review

Zullo Investment Group sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 125 shares — an estimated $2.44K sold.

Zullo Investment Group first reported a position in ACH in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Zullo Investment Group reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 125 Accendra Health shares in Q1 2023, an estimated $2.44K.
  • Zullo Investment Group first reported a position in Accendra Health in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Accendra Health position peaked at $6K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.