RJA
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Raymond James & Associates’s Addus HomeCare ADUS Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-2,340
Closed -$233K – 3875
2022
Q4 		$233K Buy
+2,340
New +$245K ﹤0.01% 3365
2021
Q2 		– Sell
-5,626
Closed -$588K – 4084
2021
Q1 		$588K Buy
5,626
+839
+18% +$95.6K ﹤0.01% 2895
2020
Q4 		$561K Buy
4,787
+295
+7% +$30.4K ﹤0.01% 2728
2020
Q3 		$425K Sell
4,492
-1,589
-26% -$149K ﹤0.01% 2748
2020
Q2 		$563K Buy
6,081
+1,691
+39% +$146K ﹤0.01% 2509
2020
Q1 		$297K Buy
+4,390
New +$380K ﹤0.01% 2782
2019
Q4 		– Sell
-5,956
Closed -$472K – 3661
2019
Q3 		$472K Buy
+5,956
New +$482K ﹤0.01% 2691

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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