CO
ACHC icon

Caldwell & Orkin’s Acadia Healthcare ACHC Stock Holding History

Caldwell & Orkin’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
2015
Q4 		– Sell
-8,600
Closed -$570K – 77
2015
Q3 		$570K Sell
8,600
-2,700
-24% -$208K 0.36% 59
2015
Q2 		$885K Buy
+11,300
New +$813K 0.52% 59

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.51B AUM 37.25% 1-Year Est. Return

Caldwell & Orkin's ACHC Position: Q4 2015 in Review

Caldwell & Orkin sold out of Acadia Healthcare (ACHC) in Q4 2015, closing a stake of 8,600 shares — an estimated $570K sold.

Caldwell & Orkin first reported a position in ACHC in Q2 2015 and held it in 2 quarters. The position peaked at $885K in Q2 2015. 235 funds tracked by Wall St. Rank hold ACHC as of Q4 2015.

  • Caldwell & Orkin reported no remaining Acadia Healthcare position as of Q4 2015 after selling out during the quarter.
  • Caldwell & Orkin sold 8,600 Acadia Healthcare shares in Q4 2015, an estimated $570K.
  • Caldwell & Orkin first reported a position in Acadia Healthcare in Q2 2015 and held it in 2 quarters.
  • Caldwell & Orkin's Acadia Healthcare position peaked at $885K in Q2 2015.
  • 235 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2015.

Based on Caldwell & Orkin's 13F filing for Q4 2015, filed 10 Feb 2016.