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Stephens Inc’s Aveanna Healthcare AVAH Stock Holding History

Stephens Inc’s Portfolio AVAH Stock Details AVAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,000
Closed -$12.5K – 1235
2023
Q1 		$12.5K Hold
12,000
– – ﹤0.01% 1178
2022
Q4 		$9.36K Buy
+12,000
New +$12.6K ﹤0.01% 1161

Other funds holding AVAH

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JHWEPV
J.H. Whitney Equity Partners VII New Canaan, Connecticut $232M AUM 63.86% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Stephens Inc's AVAH Position: Q2 2023 in Review

Stephens Inc sold out of Aveanna Healthcare (AVAH) in Q2 2023, closing a stake of 12,000 shares — an estimated $12.5K sold.

Stephens Inc first reported a position in AVAH in Q4 2022 and held it in 2 quarters. The position peaked at $12.5K in Q1 2023. 59 funds tracked by Wall St. Rank hold AVAH as of Q2 2023.

  • Stephens Inc reported no remaining Aveanna Healthcare position as of Q2 2023 after selling out during the quarter.
  • Stephens Inc sold 12,000 Aveanna Healthcare shares in Q2 2023, an estimated $12.5K.
  • Stephens Inc first reported a position in Aveanna Healthcare in Q4 2022 and held it in 2 quarters.
  • Stephens Inc's Aveanna Healthcare position peaked at $12.5K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q2 2023.

Based on Stephens Inc's 13F filing for Q2 2023, filed 14 Aug 2023.