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Dean Jacobson Financial Services’s AdaptHealth AHCO Stock Holding History

Dean Jacobson Financial Services’s Portfolio AHCO Stock Details AHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-62,401
Closed -$568K – 11
2023
Q3 		$568K Buy
+62,401
New +$748K 0.52% 5

Other funds holding AHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Dean Jacobson Financial Services's AHCO Position: Q4 2023 in Review

Dean Jacobson Financial Services sold out of AdaptHealth (AHCO) in Q4 2023, closing a stake of 62,401 shares — an estimated $568K sold.

Dean Jacobson Financial Services first reported a position in AHCO in Q3 2023 and held it in 1 quarter. The position peaked at $568K in Q3 2023. 192 funds tracked by Wall St. Rank hold AHCO as of Q4 2023.

  • Dean Jacobson Financial Services reported no remaining AdaptHealth position as of Q4 2023 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 62,401 AdaptHealth shares in Q4 2023, an estimated $568K.
  • Dean Jacobson Financial Services first reported a position in AdaptHealth in Q3 2023 and held it in 1 quarter.
  • Dean Jacobson Financial Services's AdaptHealth position peaked at $568K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2023.

Based on Dean Jacobson Financial Services's 13F filing for Q4 2023, filed 8 Feb 2024.