Advisory Research’s AdaptHealth AHCO Stock Holding History

Advisory Research’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
2023 Q1	–	Sell	-25,057	Closed	-$482K	–	353
2022 Q4	$482K	Sell	25,057 -9,941	-28%	-$210K	0.05%	251
2022 Q3	$657K	Buy	34,998 +248	+0.7%	+$5.1K	0.06%	202
2022 Q2	$627K	Buy	34,750 +17,799	+105%	+$289K	0.06%	198
2022 Q1	$272K	Buy	+16,951	New	+$305K	0.02%	313
2021 Q2	–	Sell	-18,583	Closed	-$683K	–	355
2021 Q1	$683K	Buy	+18,583	New	+$656K	0.05%	241

Other funds holding AHCO

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's AHCO Position: Q1 2023 in Review

Advisory Research sold out of AdaptHealth (AHCO) in Q1 2023, closing a stake of 25,057 shares — an estimated $482K sold.

Advisory Research first reported a position in AHCO in Q1 2021 and held it in 5 quarters. The position peaked at $683K in Q1 2021. 172 funds tracked by Wall St. Rank hold AHCO as of Q1 2023.

Advisory Research reported no remaining AdaptHealth position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 25,057 AdaptHealth shares in Q1 2023, an estimated $482K.
Advisory Research first reported a position in AdaptHealth in Q1 2021 and held it in 5 quarters.
Advisory Research's AdaptHealth position peaked at $683K in Q1 2021.
172 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.