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Equitable Trust’s AdaptHealth AHCO Stock Holding History

Equitable Trust’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
-14,566
Closed -$339K – 374
2021
Q3 		$339K Hold
14,566
– – 0.02% 288
2021
Q2 		$399K Hold
14,566
– – 0.03% 274
2021
Q1 		$535K Hold
14,566
– – 0.04% 237
2020
Q4 		$547K Buy
+14,566
New +$451K 0.04% 242

Other funds holding AHCO

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
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 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
Viking Global Investors
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
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

Equitable Trust's AHCO Position: Q4 2021 in Review

Equitable Trust sold out of AdaptHealth (AHCO) in Q4 2021, closing a stake of 14,566 shares — an estimated $339K sold.

Equitable Trust first reported a position in AHCO in Q4 2020 and held it in 4 quarters. The position peaked at $547K in Q4 2020. 152 funds tracked by Wall St. Rank hold AHCO as of Q4 2021.

  • Equitable Trust reported no remaining AdaptHealth position as of Q4 2021 after selling out during the quarter.
  • Equitable Trust sold 14,566 AdaptHealth shares in Q4 2021, an estimated $339K.
  • Equitable Trust first reported a position in AdaptHealth in Q4 2020 and held it in 4 quarters.
  • Equitable Trust's AdaptHealth position peaked at $547K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2021.

Based on Equitable Trust's 13F filing for Q4 2021, filed 31 Jan 2022.