MSCM
ACHC icon

McElhenny Sheffield Capital Management’s Acadia Healthcare ACHC Stock Holding History

McElhenny Sheffield Capital Management’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
-199
Closed -$16.4K – 94
2022
Q4 		$16.4K Buy
+199
New +$16.4K 0.01% 279

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

McElhenny Sheffield Capital Management's ACHC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 199 shares — an estimated $16.4K sold.

McElhenny Sheffield Capital Management first reported a position in ACHC in Q4 2022 and held it in 1 quarter. The position peaked at $16.4K in Q4 2022. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 199 Acadia Healthcare shares in Q1 2023, an estimated $16.4K.
  • McElhenny Sheffield Capital Management first reported a position in Acadia Healthcare in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Acadia Healthcare position peaked at $16.4K in Q4 2022.
  • 310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.