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Mendota Financial Group’s Addus HomeCare ADUS Stock Holding History

Mendota Financial 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
-2
Closed -$267 – 389
2024
Q3 		$267 Buy
+2
New +$252 ﹤0.01% 531

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

Mendota Financial Group's ADUS Position: Q4 2024 in Review

Mendota Financial Group sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 2 shares — an estimated $267 sold.

Mendota Financial Group first reported a position in ADUS in Q3 2024 and held it in 1 quarter. The position peaked at $267 in Q3 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

  • Mendota Financial Group reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 Addus HomeCare shares in Q4 2024, an estimated $267.
  • Mendota Financial Group first reported a position in Addus HomeCare in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Addus HomeCare position peaked at $267 in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.