GoalVest Advisory’s Addus HomeCare ADUS Stock Holding History

GoalVest Advisory’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
2023 Q4	–	Sell	-42	Closed	-$3.58K	–	368
2023 Q3	$3.58K	Buy	42 +3	+8%	+$267	﹤0.01%	372
2023 Q2	$3.62K	Buy	+39	New	+$3.72K	﹤0.01%	319

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GoalVest Advisory's ADUS Position: Q4 2023 in Review

GoalVest Advisory sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 42 shares — an estimated $3.58K sold.

GoalVest Advisory first reported a position in ADUS in Q2 2023 and held it in 2 quarters. The position peaked at $3.62K in Q2 2023. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

GoalVest Advisory reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 42 Addus HomeCare shares in Q4 2023, an estimated $3.58K.
GoalVest Advisory first reported a position in Addus HomeCare in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Addus HomeCare position peaked at $3.62K in Q2 2023.
261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.