SMFS
ACHC icon

Squar Milner Financial Services’s Acadia Healthcare ACHC Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-1,048
Closed -$37K – 223
2019
Q2 		$37K Hold
1,048
– – 0.02% 378
2019
Q1 		$30K Hold
1,048
– – 0.02% 382
2018
Q4 		$27K Buy
1,048
+29
+3% +$1K 0.03% 358
2018
Q3 		$36K Buy
1,019
+187
+22% +$7.45K 0.03% 344
2018
Q2 		$34K Buy
+832
New +$33.6K 0.03% 398

Other funds holding ACHC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Squar Milner Financial Services's ACHC Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Acadia Healthcare (ACHC) in Q3 2019, closing a stake of 1,048 shares — an estimated $37K sold.

Squar Milner Financial Services first reported a position in ACHC in Q2 2018 and held it in 5 quarters. The position peaked at $37K in Q2 2019. 226 funds tracked by Wall St. Rank hold ACHC as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Acadia Healthcare position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,048 Acadia Healthcare shares in Q3 2019, an estimated $37K.
  • Squar Milner Financial Services first reported a position in Acadia Healthcare in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Acadia Healthcare position peaked at $37K in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.