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BluePath Capital Management’s Addus HomeCare ADUS Stock Holding History

BluePath Capital 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
2023
Q4 		– Sell
-364
Closed -$31K – 110
2023
Q3 		$31K Buy
+364
New +$32.4K 0.03% 273

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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SAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BluePath Capital Management's ADUS Position: Q4 2023 in Review

BluePath Capital Management sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 364 shares — an estimated $31K sold.

BluePath Capital Management first reported a position in ADUS in Q3 2023 and held it in 1 quarter. The position peaked at $31K in Q3 2023. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

  • BluePath Capital Management reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 364 Addus HomeCare shares in Q4 2023, an estimated $31K.
  • BluePath Capital Management first reported a position in Addus HomeCare in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's Addus HomeCare position peaked at $31K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.