Ellevest Inc’s AdaptHealth AHCO Stock Holding History

Ellevest Inc’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
2021 Q4	–	Sell	-17	Closed	–	–	1387
2021 Q3	$0	Hold	17	–	–	﹤0.01%	1375
2021 Q2	$0	Buy	+17	New	+$485	﹤0.01%	1255

Other funds holding AHCO

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

SHI

SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return

Ellevest Inc's AHCO Position: Q4 2021 in Review

Ellevest Inc sold out of AdaptHealth (AHCO) in Q4 2021, closing a stake of 17 shares.

Ellevest Inc first reported a position in AHCO in Q2 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 152 funds tracked by Wall St. Rank hold AHCO as of Q4 2021.

Ellevest Inc reported no remaining AdaptHealth position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 17 AdaptHealth shares in Q4 2021.
Ellevest Inc first reported a position in AdaptHealth in Q2 2021 and held it in 2 quarters.
Ellevest Inc's AdaptHealth position peaked at $0 in Q3 2021.
152 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.