NewEdge Advisors’s Addus HomeCare ADUS Stock Holding History

NewEdge Advisors’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
2023 Q2	–	Sell	-2,472	Closed	-$264K	–	3481
2023 Q1	$264K	Buy	2,472 +247	+11%	+$25.8K	﹤0.01%	1425
2022 Q4	$221K	Buy	+2,225	New	+$233K	0.01%	1143

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

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

SAM

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

NewEdge Advisors's ADUS Position: Q2 2023 in Review

NewEdge Advisors sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 2,472 shares — an estimated $264K sold.

NewEdge Advisors first reported a position in ADUS in Q4 2022 and held it in 2 quarters. The position peaked at $264K in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

NewEdge Advisors reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
NewEdge Advisors sold 2,472 Addus HomeCare shares in Q2 2023, an estimated $264K.
NewEdge Advisors first reported a position in Addus HomeCare in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's Addus HomeCare position peaked at $264K in Q1 2023.
240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.