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EA Series Trust’s Addus HomeCare ADUS Stock Holding History

EA Series Trust’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
Q2 		$464K Buy
+5,004
New +$477K 0.02% 840

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
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

EA Series Trust's ADUS Position: Q2 2023 in Review

EA Series Trust opened a new position in Addus HomeCare (ADUS) in Q2 2023: 5,004 shares worth $464K. The stake represents 0.02% of the portfolio and ranks #840 among its holdings.

240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

  • EA Series Trust held 5,004 shares of Addus HomeCare worth $464K as of Q2 2023.
  • Addus HomeCare was a new EA Series Trust position in Q2 2023.
  • Addus HomeCare made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #840 holding.
  • 240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.