Petrus Trust Company’s Acadia Healthcare ACHC Stock Holding History

Petrus Trust Company’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
2025 Q1	–	Sell	-5,793	Closed	-$230K	–	576
2024 Q4	$230K	Buy	5,793 +1,713	+42%	+$77.3K	0.02%	516
2024 Q3	$259K	Buy	+4,080	New	+$295K	0.03%	461
2024 Q2	–	Sell	-8,932	Closed	-$708K	–	578
2024 Q1	$708K	Buy	+8,932	New	+$730K	0.06%	98
2018 Q1	–	Sell	-10,843	Closed	-$354K	–	164
2017 Q4	$354K	Buy	+10,843	New	+$376K	0.09%	82
2016 Q4	–	Sell	-5,214	Closed	-$258K	–	182
2016 Q3	$258K	Buy	+5,214	New	+$272K	0.06%	99
2015 Q3	–	Sell	-2,560	Closed	-$201K	–	133
2015 Q2	$201K	Buy	+2,560	New	+$184K	0.05%	70

Other funds holding ACHC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Petrus Trust Company's ACHC Position: Q1 2025 in Review

Petrus Trust Company sold out of Acadia Healthcare (ACHC) in Q1 2025, closing a stake of 5,793 shares — an estimated $230K sold.

Petrus Trust Company first reported a position in ACHC in Q2 2015 and held it in 6 quarters. The position peaked at $708K in Q1 2024. 292 funds tracked by Wall St. Rank hold ACHC as of Q1 2025.

Petrus Trust Company reported no remaining Acadia Healthcare position as of Q1 2025 after selling out during the quarter.
Petrus Trust Company sold 5,793 Acadia Healthcare shares in Q1 2025, an estimated $230K.
Petrus Trust Company first reported a position in Acadia Healthcare in Q2 2015 and held it in 6 quarters.
Petrus Trust Company's Acadia Healthcare position peaked at $708K in Q1 2024.
292 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.