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Disciplined Investments’s Addus HomeCare ADUS Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-2
Closed -$185 – 135
2023
Q2 		$185 Hold
2
– – ﹤0.01% 1511
2023
Q1 		$214 Hold
2
– – ﹤0.01% 1470
2022
Q4 		$199 Sell
2
-2
-50% -$209 ﹤0.01% 1434
2022
Q3 		$0 Buy
4
+2
+100% +$184 ﹤0.01% 1195
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1228
2022
Q1 		$0 Buy
+2
New +$161 ﹤0.01% 1309

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's ADUS Position: Q3 2023 in Review

Disciplined Investments sold out of Addus HomeCare (ADUS) in Q3 2023, closing a stake of 2 shares — an estimated $185 sold.

Disciplined Investments first reported a position in ADUS in Q1 2022 and held it in 6 quarters. The position peaked at $214 in Q1 2023. 243 funds tracked by Wall St. Rank hold ADUS as of Q3 2023.

  • Disciplined Investments reported no remaining Addus HomeCare position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 Addus HomeCare shares in Q3 2023, an estimated $185.
  • Disciplined Investments first reported a position in Addus HomeCare in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Addus HomeCare position peaked at $214 in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.