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Heritage Financial Services’s Addus HomeCare ADUS Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-50
Closed -$4K – 71
2022
Q2 		$4K Buy
+50
New +$4.19K ﹤0.01% 358

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SAM
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EVM
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Financial Services's ADUS Position: Q3 2022 in Review

Heritage Financial Services sold out of Addus HomeCare (ADUS) in Q3 2022, closing a stake of 50 shares — an estimated $4K sold.

Heritage Financial Services first reported a position in ADUS in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 211 funds tracked by Wall St. Rank hold ADUS as of Q3 2022.

  • Heritage Financial Services reported no remaining Addus HomeCare position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 50 Addus HomeCare shares in Q3 2022, an estimated $4K.
  • Heritage Financial Services first reported a position in Addus HomeCare in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Addus HomeCare position peaked at $4K in Q2 2022.
  • 211 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.