Ellevest Inc’s Addus HomeCare ADUS Stock Holding History

Ellevest Inc’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	–	Sell	-11	Closed	-$1.17K	–	382
2023 Q1	$1.17K	Buy	11 +5	+83%	+$522	﹤0.01%	1551
2022 Q4	$597	Buy	+6	New	+$627	﹤0.01%	1597
2022 Q2	–	Sell	-8	Closed	-$1K	–	1366
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	1246
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	1232
2021 Q3	$1K	Buy	+8	New	+$695	﹤0.01%	1215
2020 Q2	–	Sell	-5	Closed	–	–	1106
2020 Q1	$0	Buy	+5	New	+$432	﹤0.01%	1068

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ellevest Inc's ADUS Position: Q2 2023 in Review

Ellevest Inc sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 11 shares — an estimated $1.17K sold.

Ellevest Inc first reported a position in ADUS in Q1 2020 and held it in 6 quarters. The position peaked at $1.17K in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

Ellevest Inc reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 11 Addus HomeCare shares in Q2 2023, an estimated $1.17K.
Ellevest Inc first reported a position in Addus HomeCare in Q1 2020 and held it in 6 quarters.
Ellevest Inc's Addus HomeCare position peaked at $1.17K in Q1 2023.
240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.