WCM Investment Management
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WCM Investment Management’s AdaptHealth AHCO Stock Holding History

WCM Investment 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
2023
Q2 		– Sell
-663,733
Closed -$8.25M – 218
2023
Q1 		$8.25M Buy
663,733
+4,749
+0.7% +$87.4K 0.03% 141
2022
Q4 		$12.7M Sell
658,984
-14,023
-2% -$296K 0.04% 108
2022
Q3 		$12.9M Buy
673,007
+20,501
+3% +$421K 0.05% 97
2022
Q2 		$12.1M Buy
652,506
+129,102
+25% +$2.1M 0.04% 105
2022
Q1 		$8.39M Buy
523,404
+64,306
+14% +$1.16M 0.02% 133
2021
Q4 		$11.2M Buy
459,098
+204,868
+81% +$4.81M 0.03% 125
2021
Q3 		$5.92M Sell
254,230
-225,389
-47% -$5.45M 0.01% 145
2021
Q2 		$13.1M Buy
479,619
+100,279
+26% +$2.86M 0.03% 91
2021
Q1 		$13.9M Buy
+379,340
New +$13.4M 0.04% 77

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management's AHCO Position: Q2 2023 in Review

WCM Investment Management sold out of AdaptHealth (AHCO) in Q2 2023, closing a stake of 663,733 shares — an estimated $8.25M sold.

WCM Investment Management first reported a position in AHCO in Q1 2021 and held it in 9 quarters. The position peaked at $13.9M in Q1 2021. 182 funds tracked by Wall St. Rank hold AHCO as of Q2 2023.

  • WCM Investment Management reported no remaining AdaptHealth position as of Q2 2023 after selling out during the quarter.
  • WCM Investment Management sold 663,733 AdaptHealth shares in Q2 2023, an estimated $8.25M.
  • WCM Investment Management first reported a position in AdaptHealth in Q1 2021 and held it in 9 quarters.
  • WCM Investment Management's AdaptHealth position peaked at $13.9M in Q1 2021.
  • 182 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2023.

Based on WCM Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.