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Cambridge Trust’s Acadia Healthcare ACHC Stock Holding History

Cambridge Trust’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
Q4 		– Sell
-85
Closed -$5.98K – 689
2023
Q3 		$5.98K Hold
85
– – ﹤0.01% 617
2023
Q2 		$6.77K Sell
85
-246
-74% -$17.8K ﹤0.01% 627
2023
Q1 		$23.9K Hold
331
– – ﹤0.01% 526
2022
Q4 		$27K Buy
331
+85
+35% +$7.01K ﹤0.01% 518
2022
Q3 		$19K Hold
246
– – ﹤0.01% 569
2022
Q2 		$17K Hold
246
– – ﹤0.01% 624
2022
Q1 		$16K Buy
+246
New +$14.3K ﹤0.01% 687

Other funds holding ACHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Cambridge Trust's ACHC Position: Q4 2023 in Review

Cambridge Trust sold out of Acadia Healthcare (ACHC) in Q4 2023, closing a stake of 85 shares — an estimated $5.98K sold.

Cambridge Trust first reported a position in ACHC in Q1 2022 and held it in 7 quarters. The position peaked at $27K in Q4 2022. 313 funds tracked by Wall St. Rank hold ACHC as of Q4 2023.

  • Cambridge Trust reported no remaining Acadia Healthcare position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 85 Acadia Healthcare shares in Q4 2023, an estimated $5.98K.
  • Cambridge Trust first reported a position in Acadia Healthcare in Q1 2022 and held it in 7 quarters.
  • Cambridge Trust's Acadia Healthcare position peaked at $27K in Q4 2022.
  • 313 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.