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Trust Company of Vermont’s Acadia Healthcare ACHC Stock Holding History

Trust Company of Vermont’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
2022
Q4 		– Sell
-169
Closed -$13K – 870
2022
Q3 		$13K Hold
169
– – ﹤0.01% 662
2022
Q2 		$11K Buy
+169
New +$11.8K ﹤0.01% 664
2017
Q4 		– Sell
-40
Closed -$2K – 974
2017
Q3 		$2K Sell
40
-39
-49% -$1.9K ﹤0.01% 879
2017
Q2 		$4K Buy
+79
New +$3.5K ﹤0.01% 836

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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trust Company of Vermont's ACHC Position: Q4 2022 in Review

Trust Company of Vermont sold out of Acadia Healthcare (ACHC) in Q4 2022, closing a stake of 169 shares — an estimated $13K sold.

Trust Company of Vermont first reported a position in ACHC in Q2 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2022. 346 funds tracked by Wall St. Rank hold ACHC as of Q4 2022.

  • Trust Company of Vermont reported no remaining Acadia Healthcare position as of Q4 2022 after selling out during the quarter.
  • Trust Company of Vermont sold 169 Acadia Healthcare shares in Q4 2022, an estimated $13K.
  • Trust Company of Vermont first reported a position in Acadia Healthcare in Q2 2017 and held it in 4 quarters.
  • Trust Company of Vermont's Acadia Healthcare position peaked at $13K in Q3 2022.
  • 346 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.