Bollard Group’s Acadia Healthcare ACHC Stock Holding History

Bollard Group’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
2023 Q3	–	Sell	-154	Closed	-$12K	–	356
2023 Q2	$12K	Buy	+154	New	+$11.1K	﹤0.01%	281

Other funds holding ACHC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Bollard Group's ACHC Position: Q3 2023 in Review

Bollard Group sold out of Acadia Healthcare (ACHC) in Q3 2023, closing a stake of 154 shares — an estimated $12K sold.

Bollard Group first reported a position in ACHC in Q2 2023 and held it in 1 quarter. The position peaked at $12K in Q2 2023. 293 funds tracked by Wall St. Rank hold ACHC as of Q3 2023.

Bollard Group reported no remaining Acadia Healthcare position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 154 Acadia Healthcare shares in Q3 2023, an estimated $12K.
Bollard Group first reported a position in Acadia Healthcare in Q2 2023 and held it in 1 quarter.
Bollard Group's Acadia Healthcare position peaked at $12K in Q2 2023.
293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.