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Liontrust Investment Partners’s Acadia Healthcare ACHC Stock Holding History

Liontrust Investment Partners’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
-40,000
Closed -$3.29M – 192
2022
Q4 		$3.29M Hold
40,000
– – 0.06% 114
2022
Q3 		$3.13M Hold
40,000
– – 0.05% 164
2022
Q2 		$2.71M Hold
40,000
– – 0.04% 185
2022
Q1 		$2.62M Hold
40,000
– – 0.03% 151
2021
Q4 		$2.43M Buy
40,000
+5,000
+14% +$298K 0.03% 160
2021
Q3 		$2.23M Buy
+35,000
New +$2.21M 0.03% 159

Other funds holding ACHC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Liontrust Investment Partners's ACHC Position: Q1 2023 in Review

Liontrust Investment Partners sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 40,000 shares — an estimated $3.29M sold.

Liontrust Investment Partners first reported a position in ACHC in Q3 2021 and held it in 6 quarters. The position peaked at $3.29M in Q4 2022. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

  • Liontrust Investment Partners reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
  • Liontrust Investment Partners sold 40,000 Acadia Healthcare shares in Q1 2023, an estimated $3.29M.
  • Liontrust Investment Partners first reported a position in Acadia Healthcare in Q3 2021 and held it in 6 quarters.
  • Liontrust Investment Partners's Acadia Healthcare position peaked at $3.29M in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Liontrust Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.