Berman Capital Advisors’s Acadia Healthcare ACHC Stock Holding History

Berman Capital Advisors’s Portfolio ACHC Stock Details ACHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$5K	Buy	88 +42	+91%	+$2.65K	﹤0.01%	1405
2021 Q2	$2K	Buy	46 +12	+35%	+$753	﹤0.01%	1547
2021 Q1	$1K	Hold	34	–	–	﹤0.01%	1584
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	1481
2020 Q3	$1K	Sell	34 -27	-44%	-$784	﹤0.01%	1388
2020 Q2	$1K	Sell	61 -174	-74%	-$4.34K	﹤0.01%	1365
2020 Q1	$4K	Hold	235	–	–	﹤0.01%	921
2019 Q4	$7K	Hold	235	–	–	﹤0.01%	856
2019 Q3	$7K	Hold	235	–	–	﹤0.01%	819
2019 Q2	$8K	Buy	235 +40	+21%	+$1.29K	﹤0.01%	796
2019 Q1	$5K	Buy	195 +189	+3,150%	+$5.35K	﹤0.01%	841
2018 Q4	$0	Buy	+6	New	+$208	﹤0.01%	1116

Other funds holding ACHC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Berman Capital Advisors's ACHC Position: Q3 2021 in Review

Berman Capital Advisors increased its Acadia Healthcare (ACHC) stake by 91% in Q3 2021, buying an estimated $2.65K and bringing the position to 88 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Berman Capital Advisors first reported a position in ACHC in Q4 2018 and has held it in 12 quarters since. The position peaked at $8K in Q2 2019. 293 funds tracked by Wall St. Rank hold ACHC as of Q3 2021.

Berman Capital Advisors held 88 shares of Acadia Healthcare worth $5K as of Q3 2021.
Berman Capital Advisors bought 42 Acadia Healthcare shares in Q3 2021, an estimated $2.65K.
Acadia Healthcare made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1405 holding.
Berman Capital Advisors first reported a position in Acadia Healthcare in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Acadia Healthcare position peaked at $8K in Q2 2019.
293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.