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Prelude Capital Management’s Addus HomeCare ADUS Stock Holding History

Prelude Capital 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
Q3 		– Sell
-2,720
Closed -$252K – 1114
2023
Q2 		$252K Buy
+2,720
New +$259K 0.02% 727
2022
Q1 		– Sell
-9,359
Closed -$875K – 1758
2021
Q4 		$875K Buy
+9,359
New +$842K 0.02% 683
2021
Q3 		– Sell
-11,741
Closed -$1.02M – 1683
2021
Q2 		$1.02M Buy
+11,741
New +$1.14M 0.03% 599
2018
Q4 		– Sell
-321
Closed -$23K – 1742
2018
Q3 		$23K Buy
+321
New +$20.8K ﹤0.01% 1282
2018
Q2 		– Sell
-100
Closed -$5K – 1624
2018
Q1 		$5K Sell
100
-964
-91% -$37K ﹤0.01% 1414
2017
Q4 		$37K Buy
1,064
+764
+255% +$25.9K ﹤0.01% 1002
2017
Q3 		$11K Buy
300
+200
+200% +$7.04K ﹤0.01% 1412
2017
Q2 		$4K Buy
+100
New +$3.6K ﹤0.01% 1477
2017
Q1 		– Sell
-500
Closed -$18K – 1472
2016
Q4 		$18K Buy
+500
New +$15.4K ﹤0.01% 1320
2016
Q3 		– Sell
-2,500
Closed -$44K – 1563
2016
Q2 		$44K Buy
+2,500
New +$47.6K 0.01% 1057
2015
Q2 		– Sell
-1,900
Closed -$44K – 1655
2015
Q1 		$44K Buy
1,900
+967
+104% +$21.6K 0.01% 1361
2014
Q4 		$23K Sell
933
-667
-42% -$14.1K ﹤0.01% 1687
2014
Q3 		$31K Buy
+1,600
New +$34.6K ﹤0.01% 1630
2014
Q1 		– Sell
-3,564
Closed -$80K – 1825
2013
Q4 		$80K Buy
3,564
+2,064
+138% +$55.3K 0.01% 947
2013
Q3 		$43K Sell
1,500
-2,898
-66% -$65K 0.01% 949
2013
Q2 		$87K Buy
+4,398
New +$67.7K 0.02% 710

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prelude Capital Management's ADUS Position: Q3 2023 in Review

Prelude Capital Management sold out of Addus HomeCare (ADUS) in Q3 2023, closing a stake of 2,720 shares — an estimated $252K sold.

Prelude Capital Management first reported a position in ADUS in Q2 2013 and held it in 16 quarters. The position peaked at $1.02M in Q2 2021. 243 funds tracked by Wall St. Rank hold ADUS as of Q3 2023.

  • Prelude Capital Management reported no remaining Addus HomeCare position as of Q3 2023 after selling out during the quarter.
  • Prelude Capital Management sold 2,720 Addus HomeCare shares in Q3 2023, an estimated $252K.
  • Prelude Capital Management first reported a position in Addus HomeCare in Q2 2013 and held it in 16 quarters.
  • Prelude Capital Management's Addus HomeCare position peaked at $1.02M in Q2 2021.
  • 243 funds tracked by Wall St. Rank held Addus HomeCare as of Q3 2023.

Based on Prelude Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.