Everence Capital Management’s Addus HomeCare ADUS Stock Holding History

Everence Capital 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
2024 Q4	–	Sell	-2,750	Closed	-$366K	–	820
2024 Q3	$366K	Hold	2,750	–	–	0.02%	519
2024 Q2	$264K	Hold	2,750	–	–	0.02%	579
2024 Q1	$284K	Hold	2,750	–	–	0.02%	582
2023 Q4	$255K	Hold	2,750	–	–	0.02%	612
2023 Q3	$234K	Hold	2,750	–	–	0.02%	612
2023 Q2	$248K	Hold	2,750	–	–	0.02%	581
2023 Q1	$294K	Hold	2,750	–	–	0.02%	547
2022 Q4	$274K	Hold	2,750	–	–	0.02%	585
2022 Q3	$262K	Hold	2,750	–	–	0.02%	556
2022 Q2	$229K	Hold	2,750	–	–	0.02%	595
2022 Q1	$257K	Hold	2,750	–	–	0.02%	610
2021 Q4	$257K	Hold	2,750	–	–	0.02%	642
2021 Q3	$219K	Hold	2,750	–	–	0.02%	667
2021 Q2	$240K	Hold	2,750	–	–	0.02%	638
2021 Q1	$288K	Hold	2,750	–	–	0.03%	572
2020 Q4	$322K	Hold	2,750	–	–	0.03%	487
2020 Q3	$260K	Hold	2,750	–	–	0.03%	504
2020 Q2	$272K	Buy	+2,750	New	+$238K	0.03%	483
2020 Q1	–	Sell	-2,750	Closed	-$267K	–	634
2019 Q4	$267K	Hold	2,750	–	–	0.04%	512
2019 Q3	$218K	Hold	2,750	–	–	0.04%	536
2019 Q2	$206K	Buy	+2,750	New	+$190K	0.03%	558

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Everence Capital Management's ADUS Position: Q4 2024 in Review

Everence Capital Management sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 2,750 shares — an estimated $366K sold.

Everence Capital Management first reported a position in ADUS in Q2 2019 and held it in 21 quarters. The position peaked at $366K in Q3 2024. 307 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

Everence Capital Management reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 2,750 Addus HomeCare shares in Q4 2024, an estimated $366K.
Everence Capital Management first reported a position in Addus HomeCare in Q2 2019 and held it in 21 quarters.
Everence Capital Management's Addus HomeCare position peaked at $366K in Q3 2024.
307 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.