Vontobel Holding
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Vontobel Holding’s Acadia Healthcare ACHC Stock Holding History

Vontobel Holding’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
2024
Q4 		– Sell
-5,328
Closed -$338K – 1094
2024
Q3 		$338K Sell
5,328
-21,712
-80% -$1.57M ﹤0.01% 889
2024
Q2 		$1.83M Sell
27,040
-7,592
-22% -$530K 0.01% 445
2024
Q1 		$2.74M Sell
34,632
-11,087
-24% -$907K 0.02% 391
2023
Q4 		$3.56M Buy
45,719
+4,538
+11% +$336K 0.03% 348
2023
Q3 		$2.9M Sell
41,181
-2,826
-6% -$211K 0.03% 366
2023
Q2 		$3.5M Buy
44,007
+15,358
+54% +$1.11M 0.03% 358
2023
Q1 		$2.07M Buy
28,649
+14,867
+108% +$1.16M 0.02% 411
2022
Q4 		$1.13M Sell
13,782
-2,676
-16% -$221K 0.01% 542
2022
Q3 		$1.29M Sell
16,458
-970
-6% -$77.5K 0.02% 489
2022
Q2 		$1.18M Buy
+17,428
New +$1.22M 0.01% 507
2021
Q3 		– Sell
-4,078
Closed -$256K – 1160
2021
Q2 		$256K Sell
4,078
-322
-7% -$20.2K ﹤0.01% 976
2021
Q1 		$251K Buy
4,400
+155
+4% +$8.39K ﹤0.01% 870
2020
Q4 		$213K Buy
+4,245
New +$169K ﹤0.01% 886

Other funds holding ACHC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Vontobel Holding's ACHC Position: Q4 2024 in Review

Vontobel Holding sold out of Acadia Healthcare (ACHC) in Q4 2024, closing a stake of 5,328 shares — an estimated $338K sold.

Vontobel Holding first reported a position in ACHC in Q4 2020 and held it in 13 quarters. The position peaked at $3.56M in Q4 2023. 306 funds tracked by Wall St. Rank hold ACHC as of Q4 2024.

  • Vontobel Holding reported no remaining Acadia Healthcare position as of Q4 2024 after selling out during the quarter.
  • Vontobel Holding sold 5,328 Acadia Healthcare shares in Q4 2024, an estimated $338K.
  • Vontobel Holding first reported a position in Acadia Healthcare in Q4 2020 and held it in 13 quarters.
  • Vontobel Holding's Acadia Healthcare position peaked at $3.56M in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Acadia Healthcare as of Q4 2024.

Based on Vontobel Holding's 13F filing for Q4 2024, filed 30 Jan 2025.