BCA
AHCO icon

Berman Capital Advisors’s AdaptHealth AHCO Stock Holding History

Berman Capital Advisors’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 		$5K Buy
250
+242
+3,025% +$5.85K ﹤0.01% 1407
2021
Q2 		$0 Hold
8
– – ﹤0.01% 1878
2021
Q1 		$0 Hold
8
– – ﹤0.01% 1753
2020
Q4 		$0 Buy
+8
New +$247 ﹤0.01% 1652

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

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

Berman Capital Advisors increased its AdaptHealth (AHCO) stake by 3,025% in Q3 2021, buying an estimated $5.85K and bringing the position to 250 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Berman Capital Advisors first reported a position in AHCO in Q4 2020 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold AHCO as of Q3 2021.

  • Berman Capital Advisors held 250 shares of AdaptHealth worth $5K as of Q3 2021.
  • Berman Capital Advisors bought 242 AdaptHealth shares in Q3 2021, an estimated $5.85K.
  • AdaptHealth made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1407 holding.
  • Berman Capital Advisors first reported a position in AdaptHealth in Q4 2020 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2021.

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