BDF
AMED

Balasa Dinverno & Foltz’s Amedisys AMED Stock Holding History

Balasa Dinverno & Foltz’s Portfolio AMED Stock Details AMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,798
Closed -$440K – 329
2021
Q2 		$440K Sell
1,798
-108
-6% -$28.3K 0.03% 203
2021
Q1 		$505K Sell
1,906
-26
-1% -$7.33K 0.04% 176
2020
Q4 		$567K Sell
1,932
-160
-8% -$41K 0.05% 158
2020
Q3 		$495K Sell
2,092
-161
-7% -$36.6K 0.05% 152
2020
Q2 		$447K Sell
2,253
-2,032
-47% -$379K 0.05% 139
2020
Q1 		$786K Buy
+4,285
New +$762K 0.1% 97
2019
Q2 		– Sell
-4,410
Closed -$544K – 244
2019
Q1 		$544K Buy
+4,410
New +$553K 0.07% 122

Other funds holding AMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Balasa Dinverno & Foltz's AMED Position: Q3 2021 in Review

Balasa Dinverno & Foltz sold out of Amedisys (AMED) in Q3 2021, closing a stake of 1,798 shares — an estimated $440K sold.

Balasa Dinverno & Foltz first reported a position in AMED in Q1 2019 and held it in 7 quarters. The position peaked at $786K in Q1 2020. 351 funds tracked by Wall St. Rank hold AMED as of Q3 2021.

  • Balasa Dinverno & Foltz reported no remaining Amedisys position as of Q3 2021 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 1,798 Amedisys shares in Q3 2021, an estimated $440K.
  • Balasa Dinverno & Foltz first reported a position in Amedisys in Q1 2019 and held it in 7 quarters.
  • Balasa Dinverno & Foltz's Amedisys position peaked at $786K in Q1 2020.
  • 351 funds tracked by Wall St. Rank held Amedisys as of Q3 2021.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2021, filed 26 Oct 2021.