Monarch Partners Asset Management’s Addus HomeCare ADUS Stock Holding History

Monarch Partners 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
2022 Q4	$3.57M	Sell	35,890 -15,199	-30%	-$1.59M	1.05%	28
2022 Q3	$4.87M	Sell	51,089 -20,925	-29%	-$1.92M	1.46%	8
2022 Q2	$6M	Sell	72,014 -2,820	-4%	-$237K	1.68%	2
2022 Q1	$6.98M	Buy	74,834 +17,778	+31%	+$1.43M	1.56%	5
2021 Q4	$5.33M	Sell	57,056 -65,229	-53%	-$5.87M	1.08%	17
2021 Q3	$9.75M	Buy	122,285 +31,086	+34%	+$2.7M	1.42%	10
2021 Q2	$7.96M	Buy	91,199 +32,728	+56%	+$3.18M	1.14%	25
2021 Q1	$6.12M	Buy	+58,471	New	+$6.66M	0.92%	49
2018 Q3	–	Sell	-8,690	Closed	-$498K	–	193
2018 Q2	$498K	Hold	8,690	–	–	0.05%	177
2018 Q1	$423K	Buy	+8,690	New	+$334K	0.04%	181

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monarch Partners Asset Management's ADUS Position: Q4 2022 in Review

Monarch Partners Asset Management reduced its Addus HomeCare (ADUS) stake by 30% in Q4 2022, selling an estimated $1.59M and leaving 35,890 shares worth $3.57M. The position accounts for 1.05% of the portfolio, ranked #28.

Monarch Partners Asset Management first reported a position in ADUS in Q1 2018 and has held it in 10 quarters since. The position peaked at $9.75M in Q3 2021. 234 funds tracked by Wall St. Rank hold ADUS as of Q4 2022.

Monarch Partners Asset Management held 35,890 shares of Addus HomeCare worth $3.57M as of Q4 2022.
Monarch Partners Asset Management sold 15,199 Addus HomeCare shares in Q4 2022, an estimated $1.59M.
Addus HomeCare made up 1.05% of Monarch Partners Asset Management's portfolio in Q4 2022, its #28 holding.
Monarch Partners Asset Management first reported a position in Addus HomeCare in Q1 2018 and has held it in 10 quarters since.
Monarch Partners Asset Management's Addus HomeCare position peaked at $9.75M in Q3 2021.
234 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.