Altshuler Shaham’s Addus HomeCare ADUS Stock Holding History

Altshuler Shaham’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
2023 Q1	–	Sell	-250	Closed	-$24.9K	–	372
2022 Q4	$24.9K	Sell	250 -41	-14%	-$4.29K	﹤0.01%	343
2022 Q3	$28K	Buy	+291	New	+$26.7K	﹤0.01%	325
2020 Q2	–	Sell	-182	Closed	-$12K	–	327
2020 Q1	$12K	Buy	182 +33	+22%	+$2.85K	﹤0.01%	276
2019 Q4	$14K	Buy	149 +32	+27%	+$2.82K	﹤0.01%	293
2019 Q3	$9K	Buy	+117	New	+$9.48K	﹤0.01%	285

Other funds holding ADUS

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Altshuler Shaham's ADUS Position: Q1 2023 in Review

Altshuler Shaham sold out of Addus HomeCare (ADUS) in Q1 2023, closing a stake of 250 shares — an estimated $24.9K sold.

Altshuler Shaham first reported a position in ADUS in Q3 2019 and held it in 5 quarters. The position peaked at $28K in Q3 2022. 233 funds tracked by Wall St. Rank hold ADUS as of Q1 2023.

Altshuler Shaham reported no remaining Addus HomeCare position as of Q1 2023 after selling out during the quarter.
Altshuler Shaham sold 250 Addus HomeCare shares in Q1 2023, an estimated $24.9K.
Altshuler Shaham first reported a position in Addus HomeCare in Q3 2019 and held it in 5 quarters.
Altshuler Shaham's Addus HomeCare position peaked at $28K in Q3 2022.
233 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2023.

Based on Altshuler Shaham's 13F filing for Q1 2023, filed 9 May 2023.