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Occudo Quantitative Strategies’s Addus HomeCare ADUS Stock Holding History

Occudo Quantitative Strategies’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
-2,328
Closed -$270K – 678
2024
Q2 		$270K Sell
2,328
-1,994
-46% -$213K 0.05% 500
2024
Q1 		$447K Buy
+4,322
New +$404K 0.08% 336
2023
Q4 		– Sell
-5,922
Closed -$504K – 760
2023
Q3 		$504K Sell
5,922
-2,880
-33% -$257K 0.07% 487
2023
Q2 		$816K Buy
+8,802
New +$840K 0.08% 394

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

Occudo Quantitative Strategies's ADUS Position: Q3 2024 in Review

Occudo Quantitative Strategies sold out of Addus HomeCare (ADUS) in Q3 2024, closing a stake of 2,328 shares — an estimated $270K sold.

Occudo Quantitative Strategies first reported a position in ADUS in Q2 2023 and held it in 4 quarters. The position peaked at $816K in Q2 2023. 308 funds tracked by Wall St. Rank hold ADUS as of Q3 2024.

  • Occudo Quantitative Strategies reported no remaining Addus HomeCare position as of Q3 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,328 Addus HomeCare shares in Q3 2024, an estimated $270K.
  • Occudo Quantitative Strategies first reported a position in Addus HomeCare in Q2 2023 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Addus HomeCare position peaked at $816K in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2024, filed 14 Nov 2024.