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Putnam Investments’s Addus HomeCare ADUS Stock Holding History

Putnam Investments’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 		$384K Sell
4,139
-121
-3% -$10.5K ﹤0.01% 1026
2023
Q3 		$363K Buy
4,260
+404
+10% +$36K ﹤0.01% 1007
2023
Q2 		$357K Buy
+3,856
New +$368K ﹤0.01% 1029
2013
Q3 		– Sell
-166,471
Closed -$3.29M – 1453
2013
Q2 		$3.29M Buy
+166,471
New +$2.56M 0.01% 874

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

Putnam Investments's ADUS Position: Q4 2023 in Review

Putnam Investments reduced its Addus HomeCare (ADUS) stake by 2.8% in Q4 2023, selling an estimated $10.5K and leaving 4,139 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Putnam Investments first reported a position in ADUS in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.29M in Q2 2013. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

  • Putnam Investments held 4,139 shares of Addus HomeCare worth $384K as of Q4 2023.
  • Putnam Investments sold 121 Addus HomeCare shares in Q4 2023, an estimated $10.5K.
  • Addus HomeCare made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #1026 holding.
  • Putnam Investments first reported a position in Addus HomeCare in Q2 2013 and has held it in 4 quarters since.
  • Putnam Investments's Addus HomeCare position peaked at $3.29M in Q2 2013.
  • 261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.