Jacobs Levy Equity Management’s Addus HomeCare ADUS Stock Holding History

Jacobs Levy Equity Management’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 Q3	–	Sell	-15,019	Closed	-$1.74M	–	944
2024 Q2	$1.74M	Sell	15,019 -122,701	-89%	-$13.1M	0.01%	627
2024 Q1	$14.2M	Sell	137,720 -908	-0.7%	-$84.8K	0.06%	249
2023 Q4	$12.9M	Buy	138,628 +38,470	+38%	+$3.34M	0.06%	271
2023 Q3	$8.53M	Buy	100,158 +56,171	+128%	+$5.01M	0.05%	285
2023 Q2	$4.08M	Buy	+43,987	New	+$4.2M	0.02%	440
2017 Q2	–	Sell	-17,240	Closed	-$552K	–	918
2017 Q1	$552K	Buy	+17,240	New	+$583K	0.01%	650

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

SAM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Jacobs Levy Equity Management's ADUS Position: Q3 2024 in Review

Jacobs Levy Equity Management sold out of Addus HomeCare (ADUS) in Q3 2024, closing a stake of 15,019 shares — an estimated $1.74M sold.

Jacobs Levy Equity Management first reported a position in ADUS in Q1 2017 and held it in 6 quarters. The position peaked at $14.2M in Q1 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q3 2024.

Jacobs Levy Equity Management reported no remaining Addus HomeCare position as of Q3 2024 after selling out during the quarter.
Jacobs Levy Equity Management sold 15,019 Addus HomeCare shares in Q3 2024, an estimated $1.74M.
Jacobs Levy Equity Management first reported a position in Addus HomeCare in Q1 2017 and held it in 6 quarters.
Jacobs Levy Equity Management's Addus HomeCare position peaked at $14.2M in Q1 2024.
308 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2024, filed 14 Nov 2024.