Marshall Wace North America’s Addus HomeCare ADUS Stock Holding History

Marshall Wace North America’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	-34,105	Closed	-$2.98M	–	1395
2021 Q2	$2.98M	Sell	34,105 -65,741	-66%	-$6.39M	0.01%	693
2021 Q1	$10.4M	Sell	99,846 -8,935	-8%	-$1.02M	0.04%	380
2020 Q4	$12.7M	Buy	108,781 +11,016	+11%	+$1.14M	0.06%	328
2020 Q3	$9.24M	Buy	97,765 +23,006	+31%	+$2.15M	0.06%	288
2020 Q2	$6.92M	Sell	74,759 -16,323	-18%	-$1.41M	0.05%	322
2020 Q1	$6.16M	Sell	91,082 -67,901	-43%	-$5.87M	0.05%	284
2019 Q4	$15.5M	Buy	158,983 +113,711	+251%	+$10M	0.07%	232
2019 Q3	$3.59M	Sell	45,272 -6,226	-12%	-$504K	0.02%	429
2019 Q2	$3.86M	Buy	51,498 +50,957	+9,419%	+$3.52M	0.02%	416
2019 Q1	$34K	Buy	+541	New	+$34.8K	﹤0.01%	1321

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Marshall Wace North America's ADUS Position: Q3 2021 in Review

Marshall Wace North America sold out of Addus HomeCare (ADUS) in Q3 2021, closing a stake of 34,105 shares — an estimated $2.98M sold.

Marshall Wace North America first reported a position in ADUS in Q1 2019 and held it in 10 quarters. The position peaked at $15.5M in Q4 2019. 186 funds tracked by Wall St. Rank hold ADUS as of Q3 2021.

Marshall Wace North America reported no remaining Addus HomeCare position as of Q3 2021 after selling out during the quarter.
Marshall Wace North America sold 34,105 Addus HomeCare shares in Q3 2021, an estimated $2.98M.
Marshall Wace North America first reported a position in Addus HomeCare in Q1 2019 and held it in 10 quarters.
Marshall Wace North America's Addus HomeCare position peaked at $15.5M in Q4 2019.
186 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.