SFG
ACHC icon

Steward Financial Group’s Acadia Healthcare ACHC Stock Holding History

Steward Financial Group’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
Q3 		$6K Buy
+99
New +$7.4K ﹤0.01% 524
2023
Q2 		– Sell
-92
Closed -$6K – 400
2023
Q1 		$6K Buy
92
+35
+61% +$2.73K ﹤0.01% 264
2022
Q4 		$4K Buy
+57
New +$4.7K ﹤0.01% 207
2022
Q3 		– Sell
-42
Closed -$2K – 62
2022
Q2 		$2K Buy
+42
New +$2.93K ﹤0.01% 500

Other funds holding ACHC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's ACHC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Acadia Healthcare (ACHC) in Q3 2023: 99 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ACHC as recently as Q1 2023.

Steward Financial Group first reported a position in ACHC in Q2 2022 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold ACHC as of Q3 2023.

  • Steward Financial Group held 99 shares of Acadia Healthcare worth $6K as of Q3 2023.
  • Acadia Healthcare was a new Steward Financial Group position in Q3 2023.
  • Acadia Healthcare made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #524 holding.
  • Steward Financial Group first reported a position in Acadia Healthcare in Q2 2022 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Acadia Healthcare as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.