Howe & Rusling’s Addus HomeCare ADUS Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-48	Closed	-$5K	–	333
2022 Q3	$5K	Buy	48 +20	+71%	+$1.84K	﹤0.01%	642
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	835
2022 Q1	$3K	Sell	28 -9	-24%	-$724	﹤0.01%	756
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	780
2021 Q3	$3K	Buy	37 +11	+42%	+$956	﹤0.01%	753
2021 Q2	$2K	Buy	+26	New	+$2.53K	﹤0.01%	778

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Howe & Rusling's ADUS Position: Q4 2022 in Review

Howe & Rusling sold out of Addus HomeCare (ADUS) in Q4 2022, closing a stake of 48 shares — an estimated $5K sold.

Howe & Rusling first reported a position in ADUS in Q2 2021 and held it in 6 quarters. The position peaked at $5K in Q3 2022. 232 funds tracked by Wall St. Rank hold ADUS as of Q4 2022.

Howe & Rusling reported no remaining Addus HomeCare position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 48 Addus HomeCare shares in Q4 2022, an estimated $5K.
Howe & Rusling first reported a position in Addus HomeCare in Q2 2021 and held it in 6 quarters.
Howe & Rusling's Addus HomeCare position peaked at $5K in Q3 2022.
232 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.