Chartwell Investment Partners’s Acadia Healthcare ACHC Stock Holding History

Chartwell Investment Partners’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	-9,111	Closed	-$726K	–	413
2023 Q2	$726K	Sell	9,111 -10,148	-53%	-$733K	0.03%	374
2023 Q1	$1.39M	Buy	19,259 +644	+3%	+$50.2K	0.05%	315
2022 Q4	$1.53M	Buy	+18,615	New	+$1.53M	0.06%	302
2022 Q1	–	Sell	-16,458	Closed	-$999K	–	414
2021 Q4	$999K	Sell	16,458 -14,898	-48%	-$888K	0.03%	380
2021 Q3	$2M	Buy	31,356 +6,065	+24%	+$383K	0.06%	290
2021 Q2	$1.59M	Buy	+25,291	New	+$1.59M	0.05%	325
2017 Q4	–	Sell	-116,895	Closed	-$5.58M	–	408
2017 Q3	$5.58M	Buy	116,895 +31,043	+36%	+$1.51M	0.19%	176
2017 Q2	$4.24M	Buy	+85,852	New	+$3.8M	0.16%	183

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

Chartwell Investment Partners's ACHC Position: Q3 2023 in Review

Chartwell Investment Partners sold out of Acadia Healthcare (ACHC) in Q3 2023, closing a stake of 9,111 shares — an estimated $726K sold.

Chartwell Investment Partners first reported a position in ACHC in Q2 2017 and held it in 8 quarters. The position peaked at $5.58M in Q3 2017. 293 funds tracked by Wall St. Rank hold ACHC as of Q3 2023.

Chartwell Investment Partners reported no remaining Acadia Healthcare position as of Q3 2023 after selling out during the quarter.
Chartwell Investment Partners sold 9,111 Acadia Healthcare shares in Q3 2023, an estimated $726K.
Chartwell Investment Partners first reported a position in Acadia Healthcare in Q2 2017 and held it in 8 quarters.
Chartwell Investment Partners's Acadia Healthcare position peaked at $5.58M in Q3 2017.
293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2023.

Based on Chartwell Investment Partners's 13F filing for Q3 2023, filed 7 Nov 2023.