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James Investment Research’s Addus HomeCare ADUS Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-300
Closed -$32K – 290
2023
Q1 		$32K Buy
300
+26
+9% +$2.71K ﹤0.01% 401
2022
Q4 		$27K Buy
+274
New +$28.7K ﹤0.01% 416
2013
Q3 		– Sell
-1,135
Closed -$22K – 520
2013
Q2 		$22K Buy
+1,135
New +$17.5K ﹤0.01% 408

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

James Investment Research's ADUS Position: Q2 2023 in Review

James Investment Research sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 300 shares — an estimated $32K sold.

James Investment Research first reported a position in ADUS in Q2 2013 and held it in 3 quarters. The position peaked at $32K in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

  • James Investment Research reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 300 Addus HomeCare shares in Q2 2023, an estimated $32K.
  • James Investment Research first reported a position in Addus HomeCare in Q2 2013 and held it in 3 quarters.
  • James Investment Research's Addus HomeCare position peaked at $32K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.