Ergoteles’s Addus HomeCare ADUS Stock Holding History

Ergoteles’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 Q4	–	Sell	-2,300	Closed	-$219K	–	1408
2022 Q3	$219K	Buy	+2,300	New	+$211K	0.01%	1128

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ergoteles's ADUS Position: Q4 2022 in Review

Ergoteles sold out of Addus HomeCare (ADUS) in Q4 2022, closing a stake of 2,300 shares — an estimated $219K sold.

Ergoteles first reported a position in ADUS in Q3 2022 and held it in 1 quarter. The position peaked at $219K in Q3 2022. 232 funds tracked by Wall St. Rank hold ADUS as of Q4 2022.

Ergoteles reported no remaining Addus HomeCare position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 2,300 Addus HomeCare shares in Q4 2022, an estimated $219K.
Ergoteles first reported a position in Addus HomeCare in Q3 2022 and held it in 1 quarter.
Ergoteles's Addus HomeCare position peaked at $219K in Q3 2022.
232 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.