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Annapolis Financial Services’s AdaptHealth AHCO Stock Holding History

Annapolis Financial Services’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
Q1 		– Sell
-100
Closed -$4K – 409
2020
Q4 		$4K Buy
+100
New +$3.09K ﹤0.01% 311

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Annapolis Financial Services's AHCO Position: Q1 2021 in Review

Annapolis Financial Services sold out of AdaptHealth (AHCO) in Q1 2021, closing a stake of 100 shares — an estimated $4K sold.

Annapolis Financial Services first reported a position in AHCO in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 145 funds tracked by Wall St. Rank hold AHCO as of Q1 2021.

  • Annapolis Financial Services reported no remaining AdaptHealth position as of Q1 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 100 AdaptHealth shares in Q1 2021, an estimated $4K.
  • Annapolis Financial Services first reported a position in AdaptHealth in Q4 2020 and held it in 1 quarter.
  • Annapolis Financial Services's AdaptHealth position peaked at $4K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2021.

Based on Annapolis Financial Services's 13F filing for Q1 2021, filed 6 May 2021.