Macquarie Group

Macquarie Group’s Addus HomeCare ADUS Stock Holding History

Macquarie 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
2024 Q4	–	Sell	-25,233	Closed	-$3.36M	–	1663
2024 Q3	$3.36M	Buy	+25,233	New	+$3.19M	﹤0.01%	1066
2023 Q2	–	Sell	-287	Closed	-$31K	–	1654
2023 Q1	$31K	Hold	287	–	–	﹤0.01%	1656
2022 Q4	$29K	Buy	287 +131	+84%	+$13.7K	﹤0.01%	1686
2022 Q3	$28K	Sell	156 -134	-46%	-$12.3K	﹤0.01%	2099
2022 Q2	$24K	Hold	290	–	–	﹤0.01%	2246
2022 Q1	$27	Hold	290	–	–	﹤0.01%	2317
2021 Q4	$27K	Sell	290 -214	-42%	-$19.2K	﹤0.01%	2329
2021 Q3	$40K	Sell	504 -457	-48%	-$39.7K	﹤0.01%	2288
2021 Q2	$84K	Buy	961 +70	+8%	+$6.81K	﹤0.01%	2015
2021 Q1	$94K	Buy	891 +83	+10%	+$9.46K	﹤0.01%	1929
2020 Q4	$95K	Sell	808 -37,265	-98%	-$3.85M	﹤0.01%	1887
2020 Q3	$3.6M	Buy	38,073 +20,888	+122%	+$1.96M	0.01%	900
2020 Q2	$1.59M	Buy	+17,185	New	+$1.49M	﹤0.01%	1077
2018 Q3	–	Sell	-6,400	Closed	-$366K	–	2145
2018 Q2	$366K	Buy	+6,400	New	+$350K	﹤0.01%	1455

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

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

Dimensional Fund Advisors

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

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

WCM Investment Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return