Guidance Capital’s Addus HomeCare ADUS Stock Holding History

Guidance 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	-4,830	Closed	-$637K	–	195
2024 Q3	$637K	Sell	4,830 -217	-4%	-$27.4K	0.2%	116
2024 Q2	$613K	Buy	5,047 +264	+6%	+$28.3K	0.2%	117
2024 Q1	$463K	Buy	4,783 +1,996	+72%	+$187K	0.17%	129
2023 Q4	$260K	Buy	+2,787	New	+$242K	0.1%	155
2023 Q3	–	Sell	-2,130	Closed	-$201K	–	151
2023 Q2	$201K	Buy	+2,130	New	+$203K	0.09%	151

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

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

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

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

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

SAM

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

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

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

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

Guidance Capital's ADUS Position: Q4 2024 in Review

Guidance Capital sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 4,830 shares — an estimated $637K sold.

Guidance Capital first reported a position in ADUS in Q2 2023 and held it in 5 quarters. The position peaked at $637K in Q3 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

Guidance Capital reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
Guidance Capital sold 4,830 Addus HomeCare shares in Q4 2024, an estimated $637K.
Guidance Capital first reported a position in Addus HomeCare in Q2 2023 and held it in 5 quarters.
Guidance Capital's Addus HomeCare position peaked at $637K in Q3 2024.
308 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Guidance Capital's 13F filing for Q4 2024, filed 27 Jan 2025.