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Concourse Financial Group Securities’s Addus HomeCare ADUS Stock Holding History

Concourse Financial Group Securities’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
-560
Closed -$74.3K – 31
2024
Q4 		$74.3K Buy
560
+144
+35% +$18.2K ﹤0.01% 1042
2024
Q3 		$55.3K Buy
416
+37
+10% +$4.67K ﹤0.01% 1145
2024
Q2 		$44K Buy
379
+24
+7% +$2.57K ﹤0.01% 1231
2024
Q1 		$36.7K Buy
355
+42
+13% +$3.92K ﹤0.01% 1312
2023
Q4 		$29.1K Buy
313
+4
+1% +$348 ﹤0.01% 1362
2023
Q3 		$26.3K Buy
309
+6
+2% +$535 ﹤0.01% 1351
2023
Q2 		$28.1K Buy
303
+27
+10% +$2.58K ﹤0.01% 1331
2023
Q1 		$29.5K Sell
276
-20
-7% -$2.09K ﹤0.01% 1319
2022
Q4 		$29.4K Buy
+296
New +$31K ﹤0.01% 1303
2022
Q3 		– Sell
-238
Closed -$21.9K – 1994
2022
Q2 		$20K Sell
238
-32
-12% -$2.68K ﹤0.01% 1446
2022
Q1 		$25K Buy
270
+96
+55% +$7.72K ﹤0.01% 1409
2021
Q4 		$16K Buy
174
+46
+36% +$4.14K ﹤0.01% 1714
2021
Q3 		$10K Buy
128
+41
+47% +$3.56K ﹤0.01% 1880
2021
Q2 		$8K Buy
87
+23
+36% +$2.24K ﹤0.01% 1919
2021
Q1 		$7K Buy
64
+14
+28% +$1.59K ﹤0.01% 1855
2020
Q4 		$6K Buy
+50
New +$5.16K ﹤0.01% 1824

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
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
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

Concourse Financial Group Securities's ADUS Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Addus HomeCare (ADUS) in Q1 2025, closing a stake of 560 shares — an estimated $74.3K sold.

Concourse Financial Group Securities first reported a position in ADUS in Q4 2020 and held it in 16 quarters. The position peaked at $74.3K in Q4 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Addus HomeCare position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 560 Addus HomeCare shares in Q1 2025, an estimated $74.3K.
  • Concourse Financial Group Securities first reported a position in Addus HomeCare in Q4 2020 and held it in 16 quarters.
  • Concourse Financial Group Securities's Addus HomeCare position peaked at $74.3K in Q4 2024.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.