Gotham Asset Management’s Addus HomeCare ADUS Stock Holding History

Gotham 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
2026 Q1	–	Sell	-1,929	Closed	-$207K	–	1755
2025 Q4	$207K	Buy	+1,929	New	+$222K	﹤0.01%	1645
2025 Q2	–	Sell	-2,757	Closed	-$273K	–	1656
2025 Q1	$273K	Sell	2,757 -2,520	-48%	-$280K	﹤0.01%	1398
2024 Q4	$661K	Buy	5,277 +3,063	+138%	+$387K	0.01%	1036
2024 Q3	$295K	Sell	2,214 -767	-26%	-$96.8K	﹤0.01%	1225
2024 Q2	$346K	Sell	2,981 -292	-9%	-$31.3K	﹤0.01%	1192
2024 Q1	$338K	Sell	3,273 -229	-7%	-$21.4K	0.01%	1159
2023 Q4	$325K	Sell	3,502 -1,543	-31%	-$134K	0.01%	1116
2023 Q3	$430K	Buy	5,045 +2,881	+133%	+$257K	0.01%	1001
2023 Q2	$201K	Sell	2,164 -1,726	-44%	-$165K	﹤0.01%	1236
2023 Q1	$415K	Buy	3,890 +1,598	+70%	+$167K	0.01%	1024
2022 Q4	$228K	Buy	+2,292	New	+$240K	0.01%	1105
2022 Q3	–	Sell	-3,113	Closed	-$259K	–	1161
2022 Q2	$259K	Sell	3,113 -1,578	-34%	-$132K	0.01%	975
2022 Q1	$438K	Buy	+4,691	New	+$377K	0.01%	842
2018 Q3	–	Sell	-7,235	Closed	-$414K	–	920
2018 Q2	$414K	Buy	+7,235	New	+$395K	0.01%	726
2014 Q1	–	Sell	-13,872	Closed	-$311K	–	995
2013 Q4	$311K	Buy	+13,872	New	+$372K	0.01%	859

Other funds holding ADUS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Principal Financial Group

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