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Formula Growth’s Addus HomeCare ADUS Stock Holding History

Formula Growth’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
2021
Q4 		– Sell
-30,000
Closed -$2.39M – 139
2021
Q3 		$2.39M Buy
30,000
+15,000
+100% +$1.3M 0.34% 86
2021
Q2 		$1.31M Buy
+15,000
New +$1.46M 0.18% 126

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Formula Growth's ADUS Position: Q4 2021 in Review

Formula Growth sold out of Addus HomeCare (ADUS) in Q4 2021, closing a stake of 30,000 shares — an estimated $2.39M sold.

Formula Growth first reported a position in ADUS in Q2 2021 and held it in 2 quarters. The position peaked at $2.39M in Q3 2021. 171 funds tracked by Wall St. Rank hold ADUS as of Q4 2021.

  • Formula Growth reported no remaining Addus HomeCare position as of Q4 2021 after selling out during the quarter.
  • Formula Growth sold 30,000 Addus HomeCare shares in Q4 2021, an estimated $2.39M.
  • Formula Growth first reported a position in Addus HomeCare in Q2 2021 and held it in 2 quarters.
  • Formula Growth's Addus HomeCare position peaked at $2.39M in Q3 2021.
  • 171 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2021.

Based on Formula Growth's 13F filing for Q4 2021, filed 14 Feb 2022.