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Berman Capital Advisors’s Addus HomeCare ADUS Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
+14
New +$1.22K ﹤0.01% 1785

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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Berman Capital Advisors's ADUS Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Addus HomeCare (ADUS) in Q3 2021: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1785 among its holdings.

186 funds tracked by Wall St. Rank hold ADUS as of Q3 2021.

  • Berman Capital Advisors held 14 shares of Addus HomeCare worth $1K as of Q3 2021.
  • Addus HomeCare was a new Berman Capital Advisors position in Q3 2021.
  • Addus HomeCare made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1785 holding.
  • 186 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.