Dynamic Technology Lab’s Addus HomeCare ADUS Stock Holding History

Dynamic Technology Lab’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
2026 Q1	$245K	Buy	+2,620	New	+$278K	0.04%	685
2025 Q1	–	Sell	-3,750	Closed	-$470K	–	959
2024 Q4	$470K	Buy	3,750 +1,530	+69%	+$193K	0.08%	463
2024 Q3	$295K	Buy	+2,220	New	+$280K	0.03%	742
2023 Q1	–	Sell	-8,409	Closed	-$837K	–	1041
2022 Q4	$837K	Buy	+8,409	New	+$879K	0.08%	394
2022 Q2	–	Sell	-4,340	Closed	-$405K	–	1074
2022 Q1	$405K	Sell	4,340 -639	-13%	-$51.4K	0.05%	668
2021 Q4	$466K	Buy	4,979 +1,219	+32%	+$110K	0.05%	622
2021 Q3	$300K	Buy	+3,760	New	+$327K	0.04%	752
2020 Q3	–	Sell	-3,520	Closed	-$326K	–	952
2020 Q2	$326K	Buy	+3,520	New	+$304K	0.05%	640
2017 Q1	–	Sell	-20,027	Closed	-$702K	–	937
2016 Q4	$702K	Buy	+20,027	New	+$617K	0.19%	124
2014 Q4	–	Sell	-11,649	Closed	-$228K	–	625
2014 Q3	$228K	Buy	+11,649	New	+$252K	0.11%	442

Other funds holding ADUS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Financial Group

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