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Charter Oak Capital Management’s Acadia Healthcare ACHC Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-110
Closed -$7K – 162
2022
Q2 		$7K Hold
110
– – ﹤0.01% 639
2022
Q1 		$7K Buy
+110
New +$6.39K ﹤0.01% 682

Other funds holding ACHC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charter Oak Capital Management's ACHC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Acadia Healthcare (ACHC) in Q3 2022, closing a stake of 110 shares — an estimated $7K sold.

Charter Oak Capital Management first reported a position in ACHC in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 317 funds tracked by Wall St. Rank hold ACHC as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Acadia Healthcare position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 110 Acadia Healthcare shares in Q3 2022, an estimated $7K.
  • Charter Oak Capital Management first reported a position in Acadia Healthcare in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Acadia Healthcare position peaked at $7K in Q2 2022.
  • 317 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.