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E. Ohman J:or Asset Management’s Addus HomeCare ADUS Stock Holding History

E. Ohman J:or Asset Management’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
2022
Q2 		– Sell
-27,209
Closed -$2.54M – 420
2022
Q1 		$2.54M Sell
27,209
-1,691
-6% -$136K 0.09% 137
2021
Q4 		$2.7M Buy
28,900
+5,200
+22% +$468K 0.08% 154
2021
Q3 		$1.89M Sell
23,700
-2,600
-10% -$226K 0.06% 187
2021
Q2 		$2.29M Buy
26,300
+5,800
+28% +$564K 0.07% 164
2021
Q1 		$2.14M Buy
20,500
+6,800
+50% +$775K 0.08% 145
2020
Q4 		$1.6M Buy
13,700
+8,400
+158% +$867K 0.07% 161
2020
Q3 		$501K Buy
5,300
+1,500
+39% +$140K 0.02% 288
2020
Q2 		$352K Sell
3,800
-500
-12% -$43.2K 0.02% 318
2020
Q1 		$291K Buy
4,300
+1,200
+39% +$104K 0.02% 305
2019
Q4 		$301K Buy
+3,100
New +$273K 0.02% 378

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return