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Aperio Group’s Addus HomeCare ADUS Stock Holding History

Aperio Group’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
2020
Q4 		$519K Buy
4,430
+179
+4% +$18.5K ﹤0.01% 1947
2020
Q3 		$402K Sell
4,251
-41
-1% -$3.84K ﹤0.01% 1934
2020
Q2 		$397K Sell
4,292
-993
-19% -$85.9K ﹤0.01% 1887
2020
Q1 		$357K Sell
5,285
-166
-3% -$14.4K ﹤0.01% 1819
2019
Q4 		$530K Buy
5,451
+1,129
+26% +$99.4K ﹤0.01% 1770
2019
Q3 		$343K Buy
4,322
+792
+22% +$64.2K ﹤0.01% 1956
2019
Q2 		$265K Buy
+3,530
New +$244K ﹤0.01% 2067

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Aperio Group's ADUS Position: Q4 2020 in Review

Aperio Group increased its Addus HomeCare (ADUS) stake by 4.2% in Q4 2020, buying an estimated $18.5K and bringing the position to 4,430 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Aperio Group first reported a position in ADUS in Q2 2019 and has held it in 7 quarters since. The position peaked at $530K in Q4 2019. 204 funds tracked by Wall St. Rank hold ADUS as of Q4 2020.

  • Aperio Group held 4,430 shares of Addus HomeCare worth $519K as of Q4 2020.
  • Aperio Group bought 179 Addus HomeCare shares in Q4 2020, an estimated $18.5K.
  • Addus HomeCare made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1947 holding.
  • Aperio Group first reported a position in Addus HomeCare in Q2 2019 and has held it in 7 quarters since.
  • Aperio Group's Addus HomeCare position peaked at $530K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.