Essex Investment Management’s Addus HomeCare ADUS Stock Holding History

Essex Investment 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
2015 Q4	–	Sell	-38,676	Closed	-$1.21M	–	311
2015 Q3	$1.21M	Buy	38,676 +1,877	+5%	+$55K	0.2%	123
2015 Q2	$1.02M	Sell	36,799 -774	-2%	-$21.2K	0.15%	148
2015 Q1	$865K	Sell	37,573 -339	-0.9%	-$7.57K	0.12%	173
2014 Q4	$920K	Buy	+37,912	New	+$800K	0.13%	163
2014 Q3	–	Sell	-42,644	Closed	-$959K	–	356
2014 Q2	$959K	Buy	+42,644	New	+$957K	0.14%	190

Other funds holding ADUS

EML

Eos Management LP New York $252M AUM 25.95% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Essex Investment Management's ADUS Position: Q4 2015 in Review

Essex Investment Management sold out of Addus HomeCare (ADUS) in Q4 2015, closing a stake of 38,676 shares — an estimated $1.21M sold.

Essex Investment Management first reported a position in ADUS in Q2 2014 and held it in 5 quarters. The position peaked at $1.21M in Q3 2015. 82 funds tracked by Wall St. Rank hold ADUS as of Q4 2015.

Essex Investment Management reported no remaining Addus HomeCare position as of Q4 2015 after selling out during the quarter.
Essex Investment Management sold 38,676 Addus HomeCare shares in Q4 2015, an estimated $1.21M.
Essex Investment Management first reported a position in Addus HomeCare in Q2 2014 and held it in 5 quarters.
Essex Investment Management's Addus HomeCare position peaked at $1.21M in Q3 2015.
82 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2015.

Based on Essex Investment Management's 13F filing for Q4 2015, filed 26 Jan 2016.