Vaughan Nelson Investment Management’s Aveanna Healthcare AVAH Stock Holding History

Vaughan Nelson Investment Management’s Portfolio AVAH Stock Details AVAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,011,476	Closed	-$7.52M	–	220
2022 Q3	$7.52M	Sell	5,011,476 -51,471	-1%	-$106K	0.11%	132
2022 Q2	$11.4M	Sell	5,062,947 -179,120	-3%	-$519K	0.15%	125
2022 Q1	$17.9M	Sell	5,242,067 -112,161	-2%	-$609K	0.2%	118
2021 Q4	$39.6M	Buy	5,354,228 +1,018,895	+24%	+$7.4M	0.41%	72
2021 Q3	$34.8M	Buy	4,335,333 +1,746,788	+67%	+$16.9M	0.35%	89
2021 Q2	$32M	Buy	+2,588,545	New	+$30.7M	0.32%	107

Other funds holding AVAH

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

JHWEPV

J.H. Whitney Equity Partners VII New Canaan, Connecticut $232M AUM 63.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return

NTCM

Nut Tree Capital Management New York $419M AUM 65.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCP

LGT Capital Partners Pfaeffikon, Switzerland $1.97B AUM 15.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Vaughan Nelson Investment Management's AVAH Position: Q4 2022 in Review

Vaughan Nelson Investment Management sold out of Aveanna Healthcare (AVAH) in Q4 2022, closing a stake of 5,011,476 shares — an estimated $7.52M sold.

Vaughan Nelson Investment Management first reported a position in AVAH in Q2 2021 and held it in 6 quarters. The position peaked at $39.6M in Q4 2021. 81 funds tracked by Wall St. Rank hold AVAH as of Q4 2022.

Vaughan Nelson Investment Management reported no remaining Aveanna Healthcare position as of Q4 2022 after selling out during the quarter.
Vaughan Nelson Investment Management sold 5,011,476 Aveanna Healthcare shares in Q4 2022, an estimated $7.52M.
Vaughan Nelson Investment Management first reported a position in Aveanna Healthcare in Q2 2021 and held it in 6 quarters.
Vaughan Nelson Investment Management's Aveanna Healthcare position peaked at $39.6M in Q4 2021.
81 funds tracked by Wall St. Rank held Aveanna Healthcare as of Q4 2022.

Based on Vaughan Nelson Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.