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Hirtle Callaghan & Co’s Addus HomeCare ADUS Stock Holding History

Hirtle Callaghan & Co’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
-2,516
Closed -$210K – 104
2022
Q2 		$210K Sell
2,516
-398
-14% -$33.4K 0.01% 122
2022
Q1 		$272K Buy
+2,914
New +$234K 0.01% 116

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hirtle Callaghan & Co's ADUS Position: Q3 2022 in Review

Hirtle Callaghan & Co sold out of Addus HomeCare (ADUS) in Q3 2022, closing a stake of 2,516 shares — an estimated $210K sold.

Hirtle Callaghan & Co first reported a position in ADUS in Q1 2022 and held it in 2 quarters. The position peaked at $272K in Q1 2022. 210 funds tracked by Wall St. Rank hold ADUS as of Q3 2022.

  • Hirtle Callaghan & Co reported no remaining Addus HomeCare position as of Q3 2022 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 2,516 Addus HomeCare shares in Q3 2022, an estimated $210K.
  • Hirtle Callaghan & Co first reported a position in Addus HomeCare in Q1 2022 and held it in 2 quarters.
  • Hirtle Callaghan & Co's Addus HomeCare position peaked at $272K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2022.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2022, filed 14 Nov 2022.