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Jupiter Asset Management’s Addus HomeCare ADUS Stock Holding History

Jupiter Asset 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
2021
Q3 		– Sell
-84,339
Closed -$7.36M – 549
2021
Q2 		$7.36M Hold
84,339
– – 0.08% 238
2021
Q1 		$8.82M Hold
84,339
– – 0.09% 227
2020
Q4 		$9.88M Hold
84,339
– – 0.1% 228
2020
Q3 		$7.95M Hold
84,339
– – 0.08% 246
2020
Q2 		$7.8M Hold
84,339
– – 0.26% 104
2020
Q1 		$5.69M Hold
84,339
– – 0.25% 108
2019
Q4 		$8.2M Hold
84,339
– – 0.25% 108
2019
Q3 		$6.68M Hold
84,339
– – 0.22% 118
2019
Q2 		$6.31M Hold
84,339
– – 0.2% 118
2019
Q1 		$5.36M Hold
84,339
– – 0.17% 135
2018
Q4 		$5.67M Sell
84,339
-6,512
-7% -$445K 0.2% 132
2018
Q3 		$6.32M Hold
90,851
– – 0.18% 149
2018
Q2 		$5.2M Sell
90,851
-2,826
-3% -$154K 0.15% 159
2018
Q1 		$4.56M Sell
93,677
-8,926
-9% -$343K 0.14% 156
2017
Q4 		$3.57M Sell
102,603
-7,174
-7% -$244K 0.1% 186
2017
Q3 		$3.88M Buy
109,777
+2,872
+3% +$101K 0.13% 164
2017
Q2 		$3.98M Sell
106,905
-20,843
-16% -$750K 0.14% 163
2017
Q1 		$4.09M Sell
127,748
-15,524
-11% -$525K 0.15% 168
2016
Q4 		$5.02M Sell
143,272
-37,394
-21% -$1.15M 0.19% 136
2016
Q3 		$4.73M Sell
180,666
-68,463
-27% -$1.51M 0.18% 141
2016
Q2 		$4.34M Buy
249,129
+59,108
+31% +$1.12M 0.17% 158
2016
Q1 		$3.27M Buy
+190,021
New +$3.93M 0.12% 169

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jupiter Asset Management's ADUS Position: Q3 2021 in Review

Jupiter Asset Management sold out of Addus HomeCare (ADUS) in Q3 2021, closing a stake of 84,339 shares — an estimated $7.36M sold.

Jupiter Asset Management first reported a position in ADUS in Q1 2016 and held it in 22 quarters. The position peaked at $9.88M in Q4 2020. 186 funds tracked by Wall St. Rank hold ADUS as of Q3 2021.

  • Jupiter Asset Management reported no remaining Addus HomeCare position as of Q3 2021 after selling out during the quarter.
  • Jupiter Asset Management sold 84,339 Addus HomeCare shares in Q3 2021, an estimated $7.36M.
  • Jupiter Asset Management first reported a position in Addus HomeCare in Q1 2016 and held it in 22 quarters.
  • Jupiter Asset Management's Addus HomeCare position peaked at $9.88M in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2021.

Based on Jupiter Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.