RFP Financial Group’s Addus HomeCare ADUS Stock Holding History

RFP Financial Group’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	-20	Closed	-$1.7K	–	882
2023 Q3	$1.7K	Hold	20	–	–	﹤0.01%	687
2023 Q2	$1.85K	Hold	20	–	–	﹤0.01%	704
2023 Q1	$2.13K	Hold	20	–	–	﹤0.01%	507
2022 Q4	$1.99K	Buy	+20	New	+$2.09K	﹤0.01%	658

Other funds holding ADUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RFP Financial Group's ADUS Position: Q4 2023 in Review

RFP Financial Group sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 20 shares — an estimated $1.7K sold.

RFP Financial Group first reported a position in ADUS in Q4 2022 and held it in 4 quarters. The position peaked at $2.13K in Q1 2023. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

RFP Financial Group reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
RFP Financial Group sold 20 Addus HomeCare shares in Q4 2023, an estimated $1.7K.
RFP Financial Group first reported a position in Addus HomeCare in Q4 2022 and held it in 4 quarters.
RFP Financial Group's Addus HomeCare position peaked at $2.13K in Q1 2023.
261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.