Capital World Investors’s Addus HomeCare ADUS Stock Holding History

Capital World Investors’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 Q2	–	Sell	-689,350	Closed	-$73.6M	–	503
2023 Q1	$73.6M	Hold	689,350	–	–	0.02%	354
2022 Q4	$68.6M	Sell	689,350 -249,550	-27%	-$26.1M	0.01%	362
2022 Q3	$89.4M	Hold	938,900	–	–	0.02%	343
2022 Q2	$78.2M	Hold	938,900	–	–	0.02%	353
2022 Q1	$87.6M	Hold	938,900	–	–	0.02%	366
2021 Q4	$87.8M	Hold	938,900	–	–	0.01%	382
2021 Q3	$74.9M	Buy	938,900 +100,000	+12%	+$8.69M	0.01%	396
2021 Q2	$73.2M	Buy	838,900 +35,300	+4%	+$3.43M	0.01%	411
2021 Q1	$84M	Buy	803,600 +82,100	+11%	+$9.35M	0.02%	384
2020 Q4	$84.5M	Buy	721,500 +100,000	+16%	+$10.3M	0.02%	365
2020 Q3	$58.7M	Buy	621,500 +331,500	+114%	+$31M	0.01%	379
2020 Q2	$26.8M	Hold	290,000	–	–	0.01%	412
2020 Q1	$19.6M	Hold	290,000	–	–	0.01%	396
2019 Q4	$28.2M	Buy	290,000 +58,871	+25%	+$5.18M	0.01%	396
2019 Q3	$18.3M	Buy	+231,129	New	+$18.7M	﹤0.01%	418

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Capital World Investors's ADUS Position: Q2 2023 in Review

Capital World Investors sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 689,350 shares — an estimated $73.6M sold.

Capital World Investors first reported a position in ADUS in Q3 2019 and held it in 15 quarters. The position peaked at $89.4M in Q3 2022. 239 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

Capital World Investors reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
Capital World Investors sold 689,350 Addus HomeCare shares in Q2 2023, an estimated $73.6M.
Capital World Investors first reported a position in Addus HomeCare in Q3 2019 and held it in 15 quarters.
Capital World Investors's Addus HomeCare position peaked at $89.4M in Q3 2022.
239 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Capital World Investors's 13F filing for Q2 2023, filed 11 Aug 2023.