Engineers Gate Manager’s Addus HomeCare ADUS Stock Holding History

Engineers Gate Manager’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
2025 Q2	–	Sell	-2,102	Closed	-$208K	–	2122
2025 Q1	$208K	Buy	+2,102	New	+$234K	﹤0.01%	1880
2024 Q3	–	Sell	-3,143	Closed	-$365K	–	2079
2024 Q2	$365K	Sell	3,143 -7,218	-70%	-$773K	0.01%	1362
2024 Q1	$1.07M	Sell	10,361 -5,907	-36%	-$552K	0.03%	790
2023 Q4	$1.51M	Buy	16,268 +476	+3%	+$41.4K	0.04%	580
2023 Q3	$1.35M	Buy	15,792 +789	+5%	+$70.3K	0.05%	545
2023 Q2	$1.39M	Buy	+15,003	New	+$1.43M	0.05%	515
2022 Q2	–	Sell	-5,600	Closed	-$522K	–	1865
2022 Q1	$522K	Buy	+5,600	New	+$450K	0.02%	1043
2021 Q3	–	Sell	-2,452	Closed	-$214K	–	1596
2021 Q2	$214K	Buy	+2,452	New	+$238K	0.01%	1368
2021 Q1	–	Sell	-3,737	Closed	-$438K	–	1775
2020 Q4	$438K	Sell	3,737 -191	-5%	-$19.7K	0.02%	1056
2020 Q3	$371K	Buy	+3,928	New	+$368K	0.02%	1142
2018 Q3	–	Sell	-6,712	Closed	-$384K	–	883
2018 Q2	$384K	Buy	+6,712	New	+$367K	0.03%	628

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

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

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

Dimensional Fund Advisors

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

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

WCM Investment Management

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