ZIG
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Zullo Investment Group’s Accenture ACN Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-496
Closed -$132K – 140
2022
Q4 		$132K Sell
496
-85
-15% -$23.5K 0.08% 174
2022
Q3 		$149K Buy
581
+10
+2% +$2.89K 0.1% 155
2022
Q2 		$159K Buy
571
+5
+0.9% +$1.5K 0.1% 161
2022
Q1 		$191K Buy
566
+25
+5% +$8.43K 0.1% 157
2021
Q4 		$224K Buy
+541
New +$197K 0.12% 147

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Zullo Investment Group sold out of Accenture (ACN) in Q1 2023, closing a stake of 496 shares — an estimated $132K sold.

Zullo Investment Group first reported a position in ACN in Q4 2021 and held it in 5 quarters. The position peaked at $224K in Q4 2021. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

  • Zullo Investment Group reported no remaining Accenture position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 496 Accenture shares in Q1 2023, an estimated $132K.
  • Zullo Investment Group first reported a position in Accenture in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Accenture position peaked at $224K in Q4 2021.
  • 2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

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