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Institutional & Family Asset Management’s AdaptHealth AHCO Stock Holding History

Institutional & Family Asset Management’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
Q2 		– Sell
-22
Closed -$1K – 941
2021
Q1 		$1K Buy
+22
New +$777 ﹤0.01% 835

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Institutional & Family Asset Management's AHCO Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of AdaptHealth (AHCO) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in AHCO in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 137 funds tracked by Wall St. Rank hold AHCO as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining AdaptHealth position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 22 AdaptHealth shares in Q2 2021, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in AdaptHealth in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's AdaptHealth position peaked at $1K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.