New York Life Investment Management’s Addus HomeCare ADUS Stock Holding History

New York Life Investment 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
2024 Q2	–	Sell	-3,477	Closed	-$359K	–	859
2024 Q1	$359K	Buy	3,477 +217	+7%	+$20.3K	﹤0.01%	1224
2023 Q4	$303K	Sell	3,260 -75	-2%	-$6.52K	﹤0.01%	1208
2023 Q3	$284K	Sell	3,335 -530	-14%	-$47.2K	﹤0.01%	1186
2023 Q2	$358K	Sell	3,865 -671	-15%	-$64K	﹤0.01%	1148
2023 Q1	$484K	Sell	4,536 -1,545	-25%	-$161K	0.01%	812
2022 Q4	$605K	Buy	6,081 +653	+12%	+$68.3K	0.01%	764
2022 Q3	$517K	Buy	5,428 +429	+9%	+$39.4K	0.01%	715
2022 Q2	$416K	Buy	+4,999	New	+$419K	﹤0.01%	909

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

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

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

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

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

New York Life Investment Management's ADUS Position: Q2 2024 in Review

New York Life Investment Management sold out of Addus HomeCare (ADUS) in Q2 2024, closing a stake of 3,477 shares — an estimated $359K sold.

New York Life Investment Management first reported a position in ADUS in Q2 2022 and held it in 8 quarters. The position peaked at $605K in Q4 2022. 285 funds tracked by Wall St. Rank hold ADUS as of Q2 2024.

New York Life Investment Management reported no remaining Addus HomeCare position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 3,477 Addus HomeCare shares in Q2 2024, an estimated $359K.
New York Life Investment Management first reported a position in Addus HomeCare in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Addus HomeCare position peaked at $605K in Q4 2022.
285 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.