Bridgewater Associates’s Addus HomeCare ADUS Stock Holding History

Bridgewater Associates’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
2025 Q1	–	Sell	-2,075	Closed	-$260K	–	669
2024 Q4	$260K	Sell	2,075 -5,944	-74%	-$751K	﹤0.01%	646
2024 Q3	$1.07M	Sell	8,019 -7,167	-47%	-$905K	0.01%	592
2024 Q2	$1.76M	Buy	15,186 +486	+3%	+$52K	0.01%	556
2024 Q1	$1.52M	Sell	14,700 -2,542	-15%	-$238K	0.01%	533
2023 Q4	$1.6M	Sell	17,242 -1,806	-9%	-$157K	0.01%	558
2023 Q3	$1.62M	Buy	19,048 +1,581	+9%	+$141K	0.01%	529
2023 Q2	$1.62M	Sell	17,467 -1,997	-10%	-$191K	0.01%	500
2023 Q1	$2.08M	Buy	19,464 +721	+4%	+$75.3K	0.01%	455
2022 Q4	$1.86M	Sell	18,743 -6,341	-25%	-$663K	0.01%	544
2022 Q3	$2.39M	Sell	25,084 -14	-0.1%	-$1.29K	0.01%	525
2022 Q2	$2.09M	Buy	25,098 +2,425	+11%	+$203K	0.01%	676
2022 Q1	$2.12M	Buy	22,673 +5,236	+30%	+$421K	0.01%	672
2021 Q4	$1.63M	Buy	17,437 +1,615	+10%	+$145K	0.01%	489
2021 Q3	$1.26M	Sell	15,822 -685	-4%	-$59.5K	0.01%	486
2021 Q2	$1.44M	Buy	+16,507	New	+$1.61M	0.01%	538

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return