Aviva’s Addus HomeCare ADUS Stock Holding History

Aviva’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 Q4	–	Sell	-6,901	Closed	-$588K	–	954
2023 Q3	$588K	Sell	6,901 -8,563	-55%	-$763K	﹤0.01%	794
2023 Q2	$1.43M	Buy	15,464 +1,379	+10%	+$132K	0.01%	738
2023 Q1	$1.5M	Buy	14,085 +4,568	+48%	+$477K	0.01%	726
2022 Q4	$947K	Sell	9,517 -7,942	-45%	-$830K	﹤0.01%	889
2022 Q3	$1.66M	Buy	+17,459	New	+$1.6M	0.01%	733
2020 Q1	–	Sell	-21,412	Closed	-$2.08M	–	932
2019 Q4	$2.08M	Buy	+21,412	New	+$1.89M	0.01%	678

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

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aviva's ADUS Position: Q4 2023 in Review

Aviva sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 6,901 shares — an estimated $588K sold.

Aviva first reported a position in ADUS in Q4 2019 and held it in 6 quarters. The position peaked at $2.08M in Q4 2019. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

Aviva reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
Aviva sold 6,901 Addus HomeCare shares in Q4 2023, an estimated $588K.
Aviva first reported a position in Addus HomeCare in Q4 2019 and held it in 6 quarters.
Aviva's Addus HomeCare position peaked at $2.08M in Q4 2019.
261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on Aviva's 13F filing for Q4 2023, filed 9 Feb 2024.