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North Star Investment Management’s Addus HomeCare ADUS Stock Holding History

North Star 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
2023
Q2 		– Sell
-7,661
Closed -$818K – 1291
2023
Q1 		$818K Hold
7,661
– – 0.07% 265
2022
Q4 		$762K Buy
+7,661
New +$801K 0.07% 273

Other funds holding ADUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

North Star Investment Management's ADUS Position: Q2 2023 in Review

North Star Investment Management sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 7,661 shares — an estimated $818K sold.

North Star Investment Management first reported a position in ADUS in Q4 2022 and held it in 2 quarters. The position peaked at $818K in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

  • North Star Investment Management reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
  • North Star Investment Management sold 7,661 Addus HomeCare shares in Q2 2023, an estimated $818K.
  • North Star Investment Management first reported a position in Addus HomeCare in Q4 2022 and held it in 2 quarters.
  • North Star Investment Management's Addus HomeCare position peaked at $818K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on North Star Investment Management's 13F filing for Q2 2023, filed 2 Aug 2023.