CEMP
ADUS icon

Compass Efficient Model Portfolios’s Addus HomeCare ADUS Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$22K Hold
983
– – 0.83% 36
2013
Q3 		$28K Hold
983
– – 0.2% 32
2013
Q2 		$19K Buy
+983
New +$15.1K 0.01% 37

Other funds holding ADUS

EML
Eos Management LP New York $233M AUM 24.25% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return

Compass Efficient Model Portfolios's ADUS Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Addus HomeCare (ADUS) position steady in Q4 2013 at 983 shares worth $22K. The position accounts for 0.83% of the portfolio, ranked #36.

Compass Efficient Model Portfolios first reported a position in ADUS in Q2 2013 and has held it in 3 quarters since. The position peaked at $28K in Q3 2013. 83 funds tracked by Wall St. Rank hold ADUS as of Q4 2013.

  • Compass Efficient Model Portfolios held 983 shares of Addus HomeCare worth $22K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Addus HomeCare share count unchanged in Q4 2013.
  • Addus HomeCare made up 0.83% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #36 holding.
  • Compass Efficient Model Portfolios first reported a position in Addus HomeCare in Q2 2013 and has held it in 3 quarters since.
  • Compass Efficient Model Portfolios's Addus HomeCare position peaked at $28K in Q3 2013.
  • 83 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.