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Systematic Financial Management’s AdaptHealth AHCO Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-98,958
Closed -$1.11M – 254
2024
Q3 		$1.11M Buy
+98,958
New +$1.05M 0.03% 207
2023
Q2 		– Sell
-10,756
Closed -$134K – 239
2023
Q1 		$134K Buy
+10,756
New +$198K ﹤0.01% 272

Other funds holding AHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Systematic Financial Management's AHCO Position: Q4 2024 in Review

Systematic Financial Management sold out of AdaptHealth (AHCO) in Q4 2024, closing a stake of 98,958 shares — an estimated $1.11M sold.

Systematic Financial Management first reported a position in AHCO in Q1 2023 and held it in 2 quarters. The position peaked at $1.11M in Q3 2024. 200 funds tracked by Wall St. Rank hold AHCO as of Q4 2024.

  • Systematic Financial Management reported no remaining AdaptHealth position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 98,958 AdaptHealth shares in Q4 2024, an estimated $1.11M.
  • Systematic Financial Management first reported a position in AdaptHealth in Q1 2023 and held it in 2 quarters.
  • Systematic Financial Management's AdaptHealth position peaked at $1.11M in Q3 2024.
  • 200 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.