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Jefferies Group’s Addus HomeCare ADUS Stock Holding History

Jefferies Group’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 		$305K Buy
+3,204
New +$294K ﹤0.01% 1219
2017
Q4 		– Sell
-5,803
Closed -$205K – 2456
2017
Q3 		$205K Buy
+5,803
New +$204K ﹤0.01% 2065
2015
Q3 		– Sell
-264
Closed -$7K – 2223
2015
Q2 		$7K Buy
+264
New +$7.23K ﹤0.01% 2903

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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 $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
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

Jefferies Group's ADUS Position: Q3 2022 in Review

Jefferies Group opened a new position in Addus HomeCare (ADUS) in Q3 2022: 3,204 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: Jefferies Group previously reported a position in ADUS as recently as Q3 2017.

Jefferies Group first reported a position in ADUS in Q2 2015 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold ADUS as of Q3 2022.

  • Jefferies Group held 3,204 shares of Addus HomeCare worth $305K as of Q3 2022.
  • Addus HomeCare was a new Jefferies Group position in Q3 2022.
  • Addus HomeCare made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1219 holding.
  • Jefferies Group first reported a position in Addus HomeCare in Q2 2015 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.