Chartwell Investment Partners
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Chartwell Investment Partners’s Addus HomeCare ADUS Stock Holding History

Chartwell Investment Partners’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 		– Sell
-14,144
Closed -$1.23M – 429
2021
Q2 		$1.23M Buy
14,144
+126
+0.9% +$12.3K 0.04% 356
2021
Q1 		$1.47M Sell
14,018
-753
-5% -$85.8K 0.04% 330
2020
Q4 		$1.73M Sell
14,771
-3,400
-19% -$351K 0.06% 299
2020
Q3 		$1.72M Sell
18,171
-10,385
-36% -$973K 0.06% 290
2020
Q2 		$2.64M Sell
28,556
-16,219
-36% -$1.4M 0.1% 240
2020
Q1 		$3.03M Buy
44,775
+18,080
+68% +$1.56M 0.14% 205
2019
Q4 		$2.6M Sell
26,695
-26,176
-50% -$2.3M 0.09% 258
2019
Q3 		$4.19M Hold
52,871
– – 0.14% 219
2019
Q2 		$3.96M Buy
52,871
+13,631
+35% +$942K 0.13% 231
2019
Q1 		$2.5M Buy
39,240
+532
+1% +$34.2K 0.08% 300
2018
Q4 		$2.63M Sell
38,708
-11,014
-22% -$753K 0.09% 289
2018
Q3 		$3.49M Buy
+49,722
New +$3.22M 0.1% 281

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Dimensional Fund Advisors
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State Street
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Principal Financial Group
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Invesco
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Wasatch Advisors
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Chartwell Investment Partners's ADUS Position: Q3 2021 in Review

Chartwell Investment Partners sold out of Addus HomeCare (ADUS) in Q3 2021, closing a stake of 14,144 shares — an estimated $1.23M sold.

Chartwell Investment Partners first reported a position in ADUS in Q3 2018 and held it in 12 quarters. The position peaked at $4.19M in Q3 2019. 186 funds tracked by Wall St. Rank hold ADUS as of Q3 2021.

  • Chartwell Investment Partners reported no remaining Addus HomeCare position as of Q3 2021 after selling out during the quarter.
  • Chartwell Investment Partners sold 14,144 Addus HomeCare shares in Q3 2021, an estimated $1.23M.
  • Chartwell Investment Partners first reported a position in Addus HomeCare in Q3 2018 and held it in 12 quarters.
  • Chartwell Investment Partners's Addus HomeCare position peaked at $4.19M in Q3 2019.
  • 186 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2021.

Based on Chartwell Investment Partners's 13F filing for Q3 2021, filed 16 Nov 2021.