Icon Wealth Partners’s Amedisys AMED Stock Holding History

Icon Wealth Partners’s Portfolio AMED Stock Details AMED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,237	Closed	-$479K	–	393
2023 Q2	$479K	Sell	5,237 -744	-12%	-$61K	0.05%	197
2023 Q1	$440K	Buy	+5,981	New	+$517K	0.05%	206
2022 Q2	$747K	Sell	7,106 -1,521	-18%	-$194K	0.09%	164
2022 Q1	$1.49M	Buy	8,627 +5,697	+194%	+$851K	0.15%	120
2021 Q4	$474K	Sell	2,930 -2,755	-48%	-$443K	0.05%	218
2021 Q3	$848K	Buy	5,685 +324	+6%	+$67.4K	0.09%	173
2021 Q2	$1.31M	Buy	5,361 +656	+14%	+$172K	0.14%	135
2021 Q1	$1.25M	Buy	4,705 +1,684	+56%	+$475K	0.16%	122
2020 Q4	$886K	Buy	3,021 +653	+28%	+$167K	0.14%	124
2020 Q3	$560K	Buy	+2,368	New	+$538K	0.11%	133

Other funds holding AMED

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Icon Wealth Partners's AMED Position: Q3 2023 in Review

Icon Wealth Partners sold out of Amedisys (AMED) in Q3 2023, closing a stake of 5,237 shares — an estimated $479K sold.

Icon Wealth Partners first reported a position in AMED in Q3 2020 and held it in 10 quarters. The position peaked at $1.49M in Q1 2022. 286 funds tracked by Wall St. Rank hold AMED as of Q3 2023.

Icon Wealth Partners reported no remaining Amedisys position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 5,237 Amedisys shares in Q3 2023, an estimated $479K.
Icon Wealth Partners first reported a position in Amedisys in Q3 2020 and held it in 10 quarters.
Icon Wealth Partners's Amedisys position peaked at $1.49M in Q1 2022.
286 funds tracked by Wall St. Rank held Amedisys as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.