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Oakworth Capital’s Addus HomeCare ADUS Stock Holding History

Oakworth Capital’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
Q3 		– Sell
-33
Closed -$3.83K – 670
2024
Q2 		$3.83K Hold
33
– – ﹤0.01% 608
2024
Q1 		$3.41K Hold
33
– – ﹤0.01% 584
2023
Q4 		$3.06K Buy
+33
New +$2.87K ﹤0.01% 592

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Oakworth Capital's ADUS Position: Q3 2024 in Review

Oakworth Capital sold out of Addus HomeCare (ADUS) in Q3 2024, closing a stake of 33 shares — an estimated $3.83K sold.

Oakworth Capital first reported a position in ADUS in Q4 2023 and held it in 3 quarters. The position peaked at $3.83K in Q2 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q3 2024.

  • Oakworth Capital reported no remaining Addus HomeCare position as of Q3 2024 after selling out during the quarter.
  • Oakworth Capital sold 33 Addus HomeCare shares in Q3 2024, an estimated $3.83K.
  • Oakworth Capital first reported a position in Addus HomeCare in Q4 2023 and held it in 3 quarters.
  • Oakworth Capital's Addus HomeCare position peaked at $3.83K in Q2 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2024.

Based on Oakworth Capital's 13F filing for Q3 2024, filed 21 Oct 2024.