Stifel Financial
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Stifel Financial’s AdaptHealth AHCO Stock Holding History

Stifel Financial’s Portfolio AHCO Stock Details AHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-31,232
Closed -$1.15M – 3309
2021
Q1 		$1.15M Buy
31,232
+13,816
+79% +$488K ﹤0.01% 1903
2020
Q4 		$654K Buy
+17,416
New +$539K ﹤0.01% 2146

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial's AHCO Position: Q2 2021 in Review

Stifel Financial sold out of AdaptHealth (AHCO) in Q2 2021, closing a stake of 31,232 shares — an estimated $1.15M sold.

Stifel Financial first reported a position in AHCO in Q4 2020 and held it in 2 quarters. The position peaked at $1.15M in Q1 2021. 137 funds tracked by Wall St. Rank hold AHCO as of Q2 2021.

  • Stifel Financial reported no remaining AdaptHealth position as of Q2 2021 after selling out during the quarter.
  • Stifel Financial sold 31,232 AdaptHealth shares in Q2 2021, an estimated $1.15M.
  • Stifel Financial first reported a position in AdaptHealth in Q4 2020 and held it in 2 quarters.
  • Stifel Financial's AdaptHealth position peaked at $1.15M in Q1 2021.
  • 137 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2021.

Based on Stifel Financial's 13F filing for Q2 2021, filed 13 Aug 2021.