Lee Financial’s Acadia Healthcare ACHC Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-180	Closed	-$14K	–	151
2023 Q4	$14K	Hold	180	–	–	﹤0.01%	375
2023 Q3	$12.7K	Hold	180	–	–	﹤0.01%	376
2023 Q2	$14.3K	Hold	180	–	–	﹤0.01%	355
2023 Q1	$13K	Hold	180	–	–	﹤0.01%	372
2022 Q4	$14.8K	Hold	180	–	–	﹤0.01%	399
2022 Q3	$14K	Sell	180 -45	-20%	-$3.6K	﹤0.01%	376
2022 Q2	$15K	Sell	225 -90	-29%	-$6.28K	﹤0.01%	375
2022 Q1	$21K	Sell	315 -80	-20%	-$4.65K	﹤0.01%	328
2021 Q4	$24K	Sell	395 -5	-1%	-$298	﹤0.01%	340
2021 Q3	$26K	Hold	400	–	–	0.01%	296
2021 Q2	$25K	Hold	400	–	–	0.01%	292
2021 Q1	$23K	Hold	400	–	–	0.01%	286
2020 Q4	$20K	Buy	400 +155	+63%	+$6.18K	0.01%	283
2020 Q3	$7K	Hold	245	–	–	﹤0.01%	431
2020 Q2	$6K	Hold	245	–	–	﹤0.01%	419
2020 Q1	$4K	Hold	245	–	–	﹤0.01%	390
2019 Q4	$8K	Hold	245	–	–	﹤0.01%	374
2019 Q3	$8K	Hold	245	–	–	﹤0.01%	371
2019 Q2	$9K	Buy	245 +70	+40%	+$2.26K	﹤0.01%	360
2019 Q1	$5K	Hold	175	–	–	﹤0.01%	410
2018 Q4	$4K	Hold	175	–	–	﹤0.01%	373
2018 Q3	$6K	Hold	175	–	–	﹤0.01%	389
2018 Q2	$7K	Hold	175	–	–	﹤0.01%	551
2018 Q1	$7K	Hold	175	–	–	﹤0.01%	554
2017 Q4	$6K	Hold	175	–	–	﹤0.01%	409
2017 Q3	$8K	Hold	175	–	–	﹤0.01%	366
2017 Q2	$9K	Buy	175 +35	+25%	+$1.55K	﹤0.01%	332
2017 Q1	$6K	Hold	140	–	–	﹤0.01%	333
2016 Q4	$5K	Buy	+140	New	+$5.43K	﹤0.01%	363

Other funds holding ACHC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Lee Financial's ACHC Position: Q1 2024 in Review

Lee Financial sold out of Acadia Healthcare (ACHC) in Q1 2024, closing a stake of 180 shares — an estimated $14K sold.

Lee Financial first reported a position in ACHC in Q4 2016 and held it in 29 quarters. The position peaked at $26K in Q3 2021. 322 funds tracked by Wall St. Rank hold ACHC as of Q1 2024.

Lee Financial reported no remaining Acadia Healthcare position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 180 Acadia Healthcare shares in Q1 2024, an estimated $14K.
Lee Financial first reported a position in Acadia Healthcare in Q4 2016 and held it in 29 quarters.
Lee Financial's Acadia Healthcare position peaked at $26K in Q3 2021.
322 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.