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Fernwood Investment Management’s Addus HomeCare ADUS Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-119
Closed -$12.3K – 203
2024
Q1 		$12.3K Buy
+119
New +$11.1K ﹤0.01% 535

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fernwood Investment Management's ADUS Position: Q2 2024 in Review

Fernwood Investment Management sold out of Addus HomeCare (ADUS) in Q2 2024, closing a stake of 119 shares — an estimated $12.3K sold.

Fernwood Investment Management first reported a position in ADUS in Q1 2024 and held it in 1 quarter. The position peaked at $12.3K in Q1 2024. 284 funds tracked by Wall St. Rank hold ADUS as of Q2 2024.

  • Fernwood Investment Management reported no remaining Addus HomeCare position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 119 Addus HomeCare shares in Q2 2024, an estimated $12.3K.
  • Fernwood Investment Management first reported a position in Addus HomeCare in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Addus HomeCare position peaked at $12.3K in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.