Lido Advisors’s AdaptHealth AHCO Stock Holding History

Lido Advisors’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
2023 Q3	–	Sell	-17,296	Closed	-$210K	–	1212
2023 Q2	$210K	Sell	17,296 -4,474	-21%	-$49.9K	﹤0.01%	1088
2023 Q1	$271K	Buy	+21,770	New	+$400K	﹤0.01%	901

Other funds holding AHCO

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Lido Advisors's AHCO Position: Q3 2023 in Review

Lido Advisors sold out of AdaptHealth (AHCO) in Q3 2023, closing a stake of 17,296 shares — an estimated $210K sold.

Lido Advisors first reported a position in AHCO in Q1 2023 and held it in 2 quarters. The position peaked at $271K in Q1 2023. 191 funds tracked by Wall St. Rank hold AHCO as of Q3 2023.

Lido Advisors reported no remaining AdaptHealth position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 17,296 AdaptHealth shares in Q3 2023, an estimated $210K.
Lido Advisors first reported a position in AdaptHealth in Q1 2023 and held it in 2 quarters.
Lido Advisors's AdaptHealth position peaked at $271K in Q1 2023.
191 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.