Cruiser Capital Advisors’s Addus HomeCare ADUS Stock Holding History

Cruiser Capital Advisors’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 Q4	–	Sell	-10,157	Closed	-$865K	–	47
2023 Q3	$865K	Sell	10,157 -7,659	-43%	-$683K	1.18%	12
2023 Q2	$1.65M	Buy	17,816 +3,556	+25%	+$339K	1.69%	13
2023 Q1	$1.52M	Hold	14,260	–	–	1.33%	14
2022 Q4	$1.42M	Sell	14,260 -3,283	-19%	-$343K	1%	14
2022 Q3	$1.67M	Sell	17,543 -2,454	-12%	-$226K	1.44%	11
2022 Q2	$1.67M	Hold	19,997	–	–	1.35%	11
2022 Q1	$1.87M	Sell	19,997 -1,800	-8%	-$145K	1.58%	11
2021 Q4	$2.04M	Hold	21,797	–	–	1.43%	13
2021 Q3	$1.74M	Hold	21,797	–	–	1.42%	13
2021 Q2	$1.9M	Hold	21,797	–	–	1.61%	13
2021 Q1	$2.28M	Sell	21,797 -24,192	-53%	-$2.76M	2.05%	12
2020 Q4	$5.38M	Hold	45,989	–	–	5.09%	5
2020 Q3	$4.35M	Sell	45,989 -300	-0.6%	-$28.1K	4.13%	4
2020 Q2	$674K	Sell	46,289 -3,000	-6%	-$259K	0.74%	17
2020 Q1	$3.33M	Sell	49,289 -19,298	-28%	-$1.67M	4.22%	3
2019 Q4	$6.67M	Sell	68,587 -6,155	-8%	-$542K	4.92%	3
2019 Q3	$5.93M	Buy	74,742 +25,500	+52%	+$2.07M	4.48%	4
2019 Q2	$3.69M	Hold	49,242	–	–	2.24%	6
2019 Q1	$3.13M	Buy	49,242 +2,542	+5%	+$163K	1.62%	8
2018 Q4	$3.17M	Sell	46,700 -3,000	-6%	-$205K	2.09%	6
2018 Q3	$3.49M	Buy	+49,700	New	+$3.22M	1.78%	7
2018 Q2	–	Sell	-19,633	Closed	-$955K	–	35
2018 Q1	$955K	Hold	19,633	–	–	0.61%	11
2017 Q4	$683K	Buy	+19,633	New	+$667K	0.53%	17

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cruiser Capital Advisors's ADUS Position: Q4 2023 in Review

Cruiser Capital Advisors sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 10,157 shares — an estimated $865K sold.

Cruiser Capital Advisors first reported a position in ADUS in Q4 2017 and held it in 23 quarters. The position peaked at $6.67M in Q4 2019. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

Cruiser Capital Advisors reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
Cruiser Capital Advisors sold 10,157 Addus HomeCare shares in Q4 2023, an estimated $865K.
Cruiser Capital Advisors first reported a position in Addus HomeCare in Q4 2017 and held it in 23 quarters.
Cruiser Capital Advisors's Addus HomeCare position peaked at $6.67M in Q4 2019.
261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on Cruiser Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.