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Okabena Investment Services’s Addus HomeCare ADUS Stock Holding History

Okabena Investment Services’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
Q4 		– Sell
-63
Closed -$5.37K – 100
2023
Q3 		$5.37K Hold
63
– – ﹤0.01% 93
2023
Q2 		$5.84K Hold
63
– – ﹤0.01% 144
2023
Q1 		$6.73K Hold
63
– – ﹤0.01% 118
2022
Q4 		$6.27K Hold
63
– – ﹤0.01% 153
2022
Q3 		$6K Hold
63
– – ﹤0.01% 155
2022
Q2 		$5K Buy
+63
New +$5.28K ﹤0.01% 162
2022
Q1 		– Sell
-328
Closed -$31K – 182
2021
Q4 		$31K Buy
+328
New +$29.5K 0.01% 169

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Okabena Investment Services's ADUS Position: Q4 2023 in Review

Okabena Investment Services sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 63 shares — an estimated $5.37K sold.

Okabena Investment Services first reported a position in ADUS in Q4 2021 and held it in 7 quarters. The position peaked at $31K in Q4 2021. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

  • Okabena Investment Services reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 63 Addus HomeCare shares in Q4 2023, an estimated $5.37K.
  • Okabena Investment Services first reported a position in Addus HomeCare in Q4 2021 and held it in 7 quarters.
  • Okabena Investment Services's Addus HomeCare position peaked at $31K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.