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James Investment Research’s Acadia Healthcare ACHC Stock Holding History

James Investment Research’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
Q2 		– Sell
-643
Closed -$46K – 286
2023
Q1 		$46K Sell
643
-546
-46% -$42.6K 0.01% 370
2022
Q4 		$98K Buy
1,189
+109
+10% +$8.98K 0.01% 301
2022
Q3 		$84K Buy
1,080
+342
+46% +$27.3K 0.01% 322
2022
Q2 		$50K Buy
+738
New +$51.5K 0.01% 347

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

James Investment Research's ACHC Position: Q2 2023 in Review

James Investment Research sold out of Acadia Healthcare (ACHC) in Q2 2023, closing a stake of 643 shares — an estimated $46K sold.

James Investment Research first reported a position in ACHC in Q2 2022 and held it in 4 quarters. The position peaked at $98K in Q4 2022. 280 funds tracked by Wall St. Rank hold ACHC as of Q2 2023.

  • James Investment Research reported no remaining Acadia Healthcare position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 643 Acadia Healthcare shares in Q2 2023, an estimated $46K.
  • James Investment Research first reported a position in Acadia Healthcare in Q2 2022 and held it in 4 quarters.
  • James Investment Research's Acadia Healthcare position peaked at $98K in Q4 2022.
  • 280 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.