Mendota Financial Group’s AdaptHealth AHCO Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-6	Closed	-$68	–	400
2024 Q3	$68	Buy	+6	New	+$64	﹤0.01%	1062

Other funds holding AHCO

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

OCA

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

SBH

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

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

Mendota Financial Group's AHCO Position: Q4 2024 in Review

Mendota Financial Group sold out of AdaptHealth (AHCO) in Q4 2024, closing a stake of 6 shares — an estimated $68 sold.

Mendota Financial Group first reported a position in AHCO in Q3 2024 and held it in 1 quarter. The position peaked at $68 in Q3 2024. 200 funds tracked by Wall St. Rank hold AHCO as of Q4 2024.

Mendota Financial Group reported no remaining AdaptHealth position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 6 AdaptHealth shares in Q4 2024, an estimated $68.
Mendota Financial Group first reported a position in AdaptHealth in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's AdaptHealth position peaked at $68 in Q3 2024.
200 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.