AAM
ADUS icon

Advisors Asset Management’s Addus HomeCare ADUS Stock Holding History

Advisors Asset Management’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-181
Closed -$21K – 1465
2024
Q2 		$21K Sell
181
-227
-56% -$24.3K ﹤0.01% 1360
2024
Q1 		$42.2K Sell
408
-170
-29% -$15.9K ﹤0.01% 1306
2023
Q4 		$53.7K Sell
578
-185
-24% -$16.1K ﹤0.01% 1282
2023
Q3 		$65K Sell
763
-248
-25% -$22.1K ﹤0.01% 1245
2023
Q2 		$93.7K Sell
1,011
-118
-10% -$11.3K ﹤0.01% 1214
2023
Q1 		$121K Sell
1,129
-76
-6% -$7.93K ﹤0.01% 1198
2022
Q4 		$120K Sell
1,205
-136
-10% -$14.2K ﹤0.01% 1216
2022
Q3 		$128K Sell
1,341
-77
-5% -$7.08K ﹤0.01% 1222
2022
Q2 		$118K Buy
1,418
+57
+4% +$4.78K ﹤0.01% 1256
2022
Q1 		$127K Buy
1,361
+84
+7% +$6.75K ﹤0.01% 1318
2021
Q4 		$119K Buy
1,277
+123
+11% +$11.1K ﹤0.01% 1349
2021
Q3 		$92K Buy
1,154
+131
+13% +$11.4K ﹤0.01% 1311
2021
Q2 		$89K Sell
1,023
-229
-18% -$22.3K ﹤0.01% 1322
2021
Q1 		$131K Sell
1,252
-202
-14% -$23K ﹤0.01% 1297
2020
Q4 		$170K Sell
1,454
-88
-6% -$9.08K ﹤0.01% 1265
2020
Q3 		$146K Buy
1,542
+169
+12% +$15.8K ﹤0.01% 1247
2020
Q2 		$127K Buy
1,373
+142
+12% +$12.3K ﹤0.01% 1257
2020
Q1 		$83.2K Buy
1,231
+660
+116% +$57.1K ﹤0.01% 1255
2019
Q4 		$55.5K Buy
571
+399
+232% +$35.1K ﹤0.01% 1389
2019
Q3 		$13.6K Buy
+172
New +$13.9K ﹤0.01% 1503

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Advisors Asset Management's ADUS Position: Q3 2024 in Review

Advisors Asset Management sold out of Addus HomeCare (ADUS) in Q3 2024, closing a stake of 181 shares — an estimated $21K sold.

Advisors Asset Management first reported a position in ADUS in Q3 2019 and held it in 20 quarters. The position peaked at $170K in Q4 2020. 308 funds tracked by Wall St. Rank hold ADUS as of Q3 2024.

  • Advisors Asset Management reported no remaining Addus HomeCare position as of Q3 2024 after selling out during the quarter.
  • Advisors Asset Management sold 181 Addus HomeCare shares in Q3 2024, an estimated $21K.
  • Advisors Asset Management first reported a position in Addus HomeCare in Q3 2019 and held it in 20 quarters.
  • Advisors Asset Management's Addus HomeCare position peaked at $170K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2024.

Based on Advisors Asset Management's 13F filing for Q3 2024, filed 8 Nov 2024.