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Prudent Man Advisors’s Addus HomeCare ADUS Stock Holding History

Prudent Man Advisors’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
-1,880
Closed -$201K – 206
2023
Q1 		$201K Buy
+1,880
New +$196K 0.08% 185
2021
Q2 		– Sell
-2,146
Closed -$224K – 210
2021
Q1 		$224K Buy
2,146
+22
+1% +$2.51K 0.09% 179
2020
Q4 		$249K Buy
+2,124
New +$219K 0.1% 148

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Prudent Man Advisors's ADUS Position: Q2 2023 in Review

Prudent Man Advisors sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 1,880 shares — an estimated $201K sold.

Prudent Man Advisors first reported a position in ADUS in Q4 2020 and held it in 3 quarters. The position peaked at $249K in Q4 2020. 239 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

  • Prudent Man Advisors reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 1,880 Addus HomeCare shares in Q2 2023, an estimated $201K.
  • Prudent Man Advisors first reported a position in Addus HomeCare in Q4 2020 and held it in 3 quarters.
  • Prudent Man Advisors's Addus HomeCare position peaked at $249K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Prudent Man Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.