Financial Gravity Asset Management’s Addus HomeCare ADUS Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-2	Closed	-$191	–	1193
2023 Q4	$191	Buy	+2	New	+$174	﹤0.01%	1047
2021 Q3	$80K	Hold	2	–	–	0.04%	418
2021 Q2	$87K	Buy	+2	New	+$195	0.03%	389
2020 Q4	$3K	Buy	+21	New	+$2.17K	﹤0.01%	248
2019 Q4	$97K	Buy	225 +9	+4%	+$792	0.07%	329
2019 Q3	$17K	Buy	216 +206	+2,060%	+$16.7K	0.01%	489
2019 Q2	$1K	Buy	10 +1	+11%	+$69	﹤0.01%	992
2019 Q1	$1K	Buy	+9	New	+$579	﹤0.01%	1022

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

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

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

SAM

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

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

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Financial Gravity Asset Management's ADUS Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Addus HomeCare (ADUS) in Q1 2024, closing a stake of 2 shares — an estimated $191 sold.

Financial Gravity Asset Management first reported a position in ADUS in Q1 2019 and held it in 8 quarters. The position peaked at $97K in Q4 2019. 262 funds tracked by Wall St. Rank hold ADUS as of Q1 2024.

Financial Gravity Asset Management reported no remaining Addus HomeCare position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Addus HomeCare shares in Q1 2024, an estimated $191.
Financial Gravity Asset Management first reported a position in Addus HomeCare in Q1 2019 and held it in 8 quarters.
Financial Gravity Asset Management's Addus HomeCare position peaked at $97K in Q4 2019.
262 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.