Crossmark Global Holdings’s Addus HomeCare ADUS Stock Holding History

Crossmark Global Holdings’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
2024 Q4	–	Sell	-1,712	Closed	-$228K	–	1249
2024 Q3	$228K	Buy	+1,712	New	+$216K	﹤0.01%	1201
2021 Q4	–	Sell	-3,280	Closed	-$262K	–	1370
2021 Q3	$262K	Sell	3,280 -10	-0.3%	-$869	0.01%	1230
2021 Q2	$287K	Sell	3,290 -190	-5%	-$18.5K	0.01%	1194
2021 Q1	$364K	Sell	3,480 -90	-3%	-$10.3K	0.01%	1070
2020 Q4	$418K	Buy	3,570 +650	+22%	+$67.1K	0.01%	921
2020 Q3	$276K	Sell	2,920 -40	-1%	-$3.75K	0.01%	1067
2020 Q2	$274K	Buy	+2,960	New	+$256K	0.01%	1059
2020 Q1	–	Sell	-2,540	Closed	-$247K	–	1265
2019 Q4	$247K	Buy	+2,540	New	+$224K	0.01%	1228

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Crossmark Global Holdings's ADUS Position: Q4 2024 in Review

Crossmark Global Holdings sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 1,712 shares — an estimated $228K sold.

Crossmark Global Holdings first reported a position in ADUS in Q4 2019 and held it in 8 quarters. The position peaked at $418K in Q4 2020. 307 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

Crossmark Global Holdings reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
Crossmark Global Holdings sold 1,712 Addus HomeCare shares in Q4 2024, an estimated $228K.
Crossmark Global Holdings first reported a position in Addus HomeCare in Q4 2019 and held it in 8 quarters.
Crossmark Global Holdings's Addus HomeCare position peaked at $418K in Q4 2020.
307 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Crossmark Global Holdings's 13F filing for Q4 2024, filed 16 Jan 2025.