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Disciplined Investments’s Acadia Healthcare ACHC Stock Holding History

Disciplined Investments’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
-20
Closed -$1.59K – 121
2023
Q2 		$1.59K Hold
20
– – ﹤0.01% 751
2023
Q1 		$1.45K Sell
20
-3
-13% -$234 ﹤0.01% 811
2022
Q4 		$1.89K Sell
23
-2
-8% -$165 ﹤0.01% 644
2022
Q3 		$2K Buy
25
+1
+4% +$80 ﹤0.01% 566
2022
Q2 		$2K Buy
24
+5
+26% +$349 ﹤0.01% 590
2022
Q1 		$1K Buy
+19
New +$1.1K ﹤0.01% 838

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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Disciplined Investments's ACHC Position: Q3 2023 in Review

Disciplined Investments sold out of Acadia Healthcare (ACHC) in Q3 2023, closing a stake of 20 shares — an estimated $1.59K sold.

Disciplined Investments first reported a position in ACHC in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 293 funds tracked by Wall St. Rank hold ACHC as of Q3 2023.

  • Disciplined Investments reported no remaining Acadia Healthcare position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 20 Acadia Healthcare shares in Q3 2023, an estimated $1.59K.
  • Disciplined Investments first reported a position in Acadia Healthcare in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Acadia Healthcare position peaked at $2K in Q3 2022.
  • 293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.