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Guggenheim Capital’s Addus HomeCare ADUS Stock Holding History

Guggenheim Capital’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
Q4 		– Sell
-6,416
Closed -$854K – 1686
2024
Q3 		$854K Sell
6,416
-790
-11% -$99.7K 0.01% 1170
2024
Q2 		$837K Sell
7,206
-1,188
-14% -$127K 0.01% 1204
2024
Q1 		$867K Buy
8,394
+1,333
+19% +$125K 0.01% 1251
2023
Q4 		$656K Sell
7,061
-1,179
-14% -$103K 0.01% 1339
2023
Q3 		$702K Buy
8,240
+85
+1% +$7.58K 0.01% 1263
2023
Q2 		$756K Buy
8,155
+3,659
+81% +$349K 0.01% 1294
2023
Q1 		$480K Buy
4,496
+779
+21% +$81.3K ﹤0.01% 1506
2022
Q4 		$370K Sell
3,717
-5,931
-61% -$620K ﹤0.01% 1604
2022
Q3 		$919K Sell
9,648
-68
-0.7% -$6.25K 0.01% 1185
2022
Q2 		$808K Sell
9,716
-345
-3% -$28.9K 0.01% 1324
2022
Q1 		$939K Buy
10,061
+536
+6% +$43.1K 0.01% 1392
2021
Q4 		$890K Sell
9,525
-407
-4% -$36.6K ﹤0.01% 1419
2021
Q3 		$792K Sell
9,932
-972
-9% -$84.4K ﹤0.01% 1534
2021
Q2 		$951K Buy
10,904
+18
+0.2% +$1.75K 0.01% 1519
2021
Q1 		$1.14M Buy
10,886
+2,619
+32% +$298K 0.01% 1328
2020
Q4 		$968K Buy
+8,267
New +$853K 0.01% 1358
2014
Q3 		– Sell
-8,993
Closed -$202K – 2991
2014
Q2 		$202K Sell
8,993
-561
-6% -$12.6K ﹤0.01% 2901
2014
Q1 		$221K Buy
+9,554
New +$238K ﹤0.01% 2851

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Guggenheim Capital's ADUS Position: Q4 2024 in Review

Guggenheim Capital sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 6,416 shares — an estimated $854K sold.

Guggenheim Capital first reported a position in ADUS in Q1 2014 and held it in 18 quarters. The position peaked at $1.14M in Q1 2021. 307 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

  • Guggenheim Capital reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
  • Guggenheim Capital sold 6,416 Addus HomeCare shares in Q4 2024, an estimated $854K.
  • Guggenheim Capital first reported a position in Addus HomeCare in Q1 2014 and held it in 18 quarters.
  • Guggenheim Capital's Addus HomeCare position peaked at $1.14M in Q1 2021.
  • 307 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Guggenheim Capital's 13F filing for Q4 2024, filed 13 Feb 2025.