Stifel Financial
ACHC icon

Stifel Financial’s Acadia Healthcare ACHC Stock Holding History

Stifel Financial’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
Q1 		– Sell
-25,733
Closed -$2.12M – 3323
2022
Q4 		$2.12M Buy
25,733
+26
+0.1% +$2.14K ﹤0.01% 1486
2022
Q3 		$2.01M Buy
+25,707
New +$2.05M ﹤0.01% 1471
2021
Q4 		– Sell
-36,089
Closed -$2.3M – 3365
2021
Q3 		$2.3M Sell
36,089
-77
-0.2% -$4.86K ﹤0.01% 1488
2021
Q2 		$2.27M Buy
+36,166
New +$2.27M ﹤0.01% 1516
2017
Q3 		– Sell
-100,432
Closed -$4.94M – 2579
2017
Q2 		$4.94M Sell
100,432
-4,435
-4% -$196K 0.02% 715
2017
Q1 		$4.5M Buy
104,867
+278
+0.3% +$11.3K 0.02% 742
2016
Q4 		$3.48M Buy
+104,589
New +$4.06M 0.01% 799
2015
Q3 		– Sell
-60,169
Closed -$4.71M – 2247
2015
Q2 		$4.71M Sell
60,169
-162,333
-73% -$11.7M 0.02% 593
2015
Q1 		$15.9M Sell
222,502
-3,298
-1% -$212K 0.09% 268
2014
Q4 		$19.9M Sell
225,800
-69,049
-23% -$4.02M 0.11% 237
2014
Q3 		$14.3M Buy
294,849
+99,183
+51% +$4.85M 0.13% 203
2014
Q2 		$8.9M Sell
195,666
-4,226
-2% -$186K 0.08% 307
2014
Q1 		$9.02M Buy
+199,892
New +$9.86M 0.09% 300

Other funds holding ACHC

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Stifel Financial's ACHC Position: Q1 2023 in Review

Stifel Financial sold out of Acadia Healthcare (ACHC) in Q1 2023, closing a stake of 25,733 shares — an estimated $2.12M sold.

Stifel Financial first reported a position in ACHC in Q1 2014 and held it in 13 quarters. The position peaked at $19.9M in Q4 2014. 310 funds tracked by Wall St. Rank hold ACHC as of Q1 2023.

  • Stifel Financial reported no remaining Acadia Healthcare position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 25,733 Acadia Healthcare shares in Q1 2023, an estimated $2.12M.
  • Stifel Financial first reported a position in Acadia Healthcare in Q1 2014 and held it in 13 quarters.
  • Stifel Financial's Acadia Healthcare position peaked at $19.9M in Q4 2014.
  • 310 funds tracked by Wall St. Rank held Acadia Healthcare as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.