Kula Investments’s Acadia Healthcare ACHC Stock Holding History

Kula Investments’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 Q1	–	Sell	-2,430	Closed	-$200K	–	580
2022 Q4	$200K	Buy	+2,430	New	+$200K	0.06%	527

Other funds holding ACHC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kula Investments's ACHC Position: Q1 2023 in Review

Kula Investments sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 2,430 shares — an estimated $200K sold.

Kula Investments first reported a position in ACHC in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

Kula Investments reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 2,430 Acadia Healthcare shares in Q1 2023, an estimated $200K.
Kula Investments first reported a position in Acadia Healthcare in Q4 2022 and held it in 1 quarter.
Kula Investments's Acadia Healthcare position peaked at $200K in Q4 2022.
310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.