Mackenzie Financial
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Mackenzie Financial’s Acadia Healthcare ACHC Stock Holding History

Mackenzie 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
Q4 		– Sell
-4,506
Closed -$286K – 1692
2024
Q3 		$286K Buy
+4,506
New +$325K ﹤0.01% 1210
2023
Q4 		– Sell
-15,737
Closed -$1.06M – 1494
2023
Q3 		$1.06M Buy
15,737
+199
+1% +$14.9K ﹤0.01% 833
2023
Q2 		$1.23M Sell
15,538
-603
-4% -$43.6K ﹤0.01% 818
2023
Q1 		$1.17M Buy
16,141
+4,948
+44% +$386K ﹤0.01% 831
2022
Q4 		$921K Buy
11,193
+3,163
+39% +$261K ﹤0.01% 792
2022
Q3 		$628K Buy
+8,030
New +$642K ﹤0.01% 890
2021
Q4 		– Sell
-10,254
Closed -$654K – 1429
2021
Q3 		$654K Buy
+10,254
New +$647K ﹤0.01% 962
2019
Q3 		– Sell
-7,053
Closed -$247K – 1000
2019
Q2 		$247K Sell
7,053
-111,818
-94% -$3.62M ﹤0.01% 996
2019
Q1 		$3.48M Buy
+118,871
New +$3.37M 0.01% 637
2016
Q2 		– Sell
-21,707
Closed -$1.2M – 920
2016
Q1 		$1.2M Sell
21,707
-2,448
-10% -$140K 0.01% 467
2015
Q4 		$1.51M Buy
24,155
+8,744
+57% +$570K 0.01% 463
2015
Q3 		$1.02M Sell
15,411
-5,276
-26% -$406K 0.01% 534
2015
Q2 		$1.62M Buy
20,687
+3,026
+17% +$218K 0.01% 467
2015
Q1 		$1.26M Sell
17,661
-1,967
-10% -$126K 0.01% 511
2014
Q4 		$1.2M Buy
19,628
+2,510
+15% +$146K 0.01% 501
2014
Q3 		$830K Buy
+17,118
New +$837K ﹤0.01% 539

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Mackenzie Financial's ACHC Position: Q4 2024 in Review

Mackenzie Financial sold out of Acadia Healthcare (ACHC) in Q4 2024, closing a stake of 4,506 shares — an estimated $286K sold.

Mackenzie Financial first reported a position in ACHC in Q3 2014 and held it in 16 quarters. The position peaked at $3.48M in Q1 2019. 306 funds tracked by Wall St. Rank hold ACHC as of Q4 2024.

  • Mackenzie Financial reported no remaining Acadia Healthcare position as of Q4 2024 after selling out during the quarter.
  • Mackenzie Financial sold 4,506 Acadia Healthcare shares in Q4 2024, an estimated $286K.
  • Mackenzie Financial first reported a position in Acadia Healthcare in Q3 2014 and held it in 16 quarters.
  • Mackenzie Financial's Acadia Healthcare position peaked at $3.48M in Q1 2019.
  • 306 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2024.

Based on Mackenzie Financial's 13F filing for Q4 2024, filed 14 Feb 2025.