APG
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Abacus Planning Group’s AdaptHealth AHCO Stock Holding History

Abacus Planning Group’s Portfolio AHCO Stock Details AHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-8,020
Closed -$220K – 193
2021
Q2 		$220K Hold
8,020
– – 0.07% 170
2021
Q1 		$295K Hold
8,020
– – 0.09% 143
2020
Q4 		$301K Buy
+8,020
New +$248K 0.09% 129

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Abacus Planning Group's AHCO Position: Q3 2021 in Review

Abacus Planning Group sold out of AdaptHealth (AHCO) in Q3 2021, closing a stake of 8,020 shares — an estimated $220K sold.

Abacus Planning Group first reported a position in AHCO in Q4 2020 and held it in 3 quarters. The position peaked at $301K in Q4 2020. 142 funds tracked by Wall St. Rank hold AHCO as of Q3 2021.

  • Abacus Planning Group reported no remaining AdaptHealth position as of Q3 2021 after selling out during the quarter.
  • Abacus Planning Group sold 8,020 AdaptHealth shares in Q3 2021, an estimated $220K.
  • Abacus Planning Group first reported a position in AdaptHealth in Q4 2020 and held it in 3 quarters.
  • Abacus Planning Group's AdaptHealth position peaked at $301K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2021.

Based on Abacus Planning Group's 13F filing for Q3 2021, filed 19 Oct 2021.