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Eaton Vance Management’s Addus HomeCare ADUS Stock Holding History

Eaton Vance 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
Q3 		$72.2M Buy
757,813
+12,046
+2% +$1.11M 0.11% 195
2022
Q2 		$62.1M Sell
745,767
-8,313
-1% -$697K 0.09% 225
2022
Q1 		$70.3M Buy
754,080
+130,469
+21% +$10.5M 0.08% 240
2021
Q4 		$58.3M Buy
623,611
+18,701
+3% +$1.68M 0.07% 269
2021
Q3 		$48.2M Buy
604,910
+90,534
+18% +$7.87M 0.07% 271
2021
Q2 		$44.9M Buy
514,376
+260,098
+102% +$25.3M 0.06% 299
2021
Q1 		$26.6M Sell
254,278
-53,981
-18% -$6.15M 0.04% 380
2020
Q4 		$36.1M Sell
308,259
-31,081
-9% -$3.21M 0.06% 312
2020
Q3 		$32.1M Buy
339,340
+36,813
+12% +$3.45M 0.06% 279
2020
Q2 		$28M Buy
302,527
+11,371
+4% +$984K 0.06% 283
2020
Q1 		$19.7M Buy
291,156
+48,978
+20% +$4.24M 0.05% 305
2019
Q4 		$23.5M Buy
242,178
+19,934
+9% +$1.76M 0.05% 308
2019
Q3 		$17.6M Buy
222,244
+50,618
+29% +$4.1M 0.04% 340
2019
Q2 		$12.9M Buy
171,626
+30,942
+22% +$2.14M 0.03% 384
2019
Q1 		$8.95M Buy
140,684
+12,453
+10% +$801K 0.02% 437
2018
Q4 		$8.7M Buy
128,231
+1,978
+2% +$135K 0.02% 398
2018
Q3 		$8.86M Buy
+126,253
New +$8.17M 0.02% 431

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eaton Vance Management's ADUS Position: Q3 2022 in Review

Eaton Vance Management increased its Addus HomeCare (ADUS) stake by 1.6% in Q3 2022, buying an estimated $1.11M and bringing the position to 757,813 shares worth $72.2M. The position accounts for 0.11% of the portfolio, ranked #195.

Eaton Vance Management first reported a position in ADUS in Q3 2018 and has held it in 17 quarters since. 211 funds tracked by Wall St. Rank hold ADUS as of Q3 2022.

  • Eaton Vance Management held 757,813 shares of Addus HomeCare worth $72.2M as of Q3 2022.
  • Eaton Vance Management bought 12,046 Addus HomeCare shares in Q3 2022, an estimated $1.11M.
  • Addus HomeCare made up 0.11% of Eaton Vance Management's portfolio in Q3 2022, its #195 holding.
  • Eaton Vance Management first reported a position in Addus HomeCare in Q3 2018 and has held it in 17 quarters since.
  • 211 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.