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Sageworth Trust’s Addus HomeCare ADUS Stock Holding History

Sageworth Trust’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
2022
Q1 		– Sell
-18
Closed -$2K – 366
2021
Q4 		$2K Sell
18
-62
-78% -$5.58K ﹤0.01% 569
2021
Q3 		$6K Hold
80
– – ﹤0.01% 643
2021
Q2 		$7K Buy
+80
New +$7.78K ﹤0.01% 654

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sageworth Trust's ADUS Position: Q1 2022 in Review

Sageworth Trust sold out of Addus HomeCare (ADUS) in Q1 2022, closing a stake of 18 shares — an estimated $2K sold.

Sageworth Trust first reported a position in ADUS in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 181 funds tracked by Wall St. Rank hold ADUS as of Q1 2022.

  • Sageworth Trust reported no remaining Addus HomeCare position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 18 Addus HomeCare shares in Q1 2022, an estimated $2K.
  • Sageworth Trust first reported a position in Addus HomeCare in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Addus HomeCare position peaked at $7K in Q2 2021.
  • 181 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.