Simplicity Solutions’s Acadia Healthcare ACHC Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-6,355	Closed	-$459K	–	1061
2023 Q1	$459K	Buy	6,355 +722	+13%	+$56.3K	0.01%	720
2022 Q4	$464K	Buy	5,633 +1,573	+39%	+$130K	0.06%	363
2022 Q3	$317K	Buy	4,060 +50	+1%	+$4K	0.05%	441
2022 Q2	$271K	Buy	4,010 +103	+3%	+$7.18K	0.04%	465
2022 Q1	$256K	Buy	+3,907	New	+$227K	0.03%	520
2021 Q4	–	Sell	-3,591	Closed	-$229K	–	460
2021 Q3	$229K	Buy	+3,591	New	+$227K	0.04%	522
2021 Q1	–	Sell	-8,088	Closed	-$407K	–	489
2020 Q4	$407K	Sell	8,088 -2,565	-24%	-$102K	0.01%	723
2020 Q3	$314K	Sell	10,653 -20	-0.2%	-$581	0.01%	713
2020 Q2	$268K	Buy	10,673 +20	+0.2%	+$499	0.01%	757
2020 Q1	$195K	Hold	10,653	–	–	0.01%	686
2019 Q4	$354K	Buy	+10,653	New	+$334K	0.01%	623

Other funds holding ACHC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Simplicity Solutions's ACHC Position: Q2 2023 in Review

Simplicity Solutions sold out of Acadia Healthcare (ACHC) in Q2 2023, closing a stake of 6,355 shares — an estimated $459K sold.

Simplicity Solutions first reported a position in ACHC in Q4 2019 and held it in 11 quarters. The position peaked at $464K in Q4 2022. 280 funds tracked by Wall St. Rank hold ACHC as of Q2 2023.

Simplicity Solutions reported no remaining Acadia Healthcare position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 6,355 Acadia Healthcare shares in Q2 2023, an estimated $459K.
Simplicity Solutions first reported a position in Acadia Healthcare in Q4 2019 and held it in 11 quarters.
Simplicity Solutions's Acadia Healthcare position peaked at $464K in Q4 2022.
280 funds tracked by Wall St. Rank held Acadia Healthcare as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.