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Sierra Summit Advisors’s Addus HomeCare ADUS Stock Holding History

Sierra Summit 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
2024
Q4 		– Sell
-6,090
Closed -$810K – 150
2024
Q3 		$810K Buy
+6,090
New +$769K 0.19% 75

Other funds holding ADUS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sierra Summit Advisors's ADUS Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 6,090 shares — an estimated $810K sold.

Sierra Summit Advisors first reported a position in ADUS in Q3 2024 and held it in 1 quarter. The position peaked at $810K in Q3 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

  • Sierra Summit Advisors reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 6,090 Addus HomeCare shares in Q4 2024, an estimated $810K.
  • Sierra Summit Advisors first reported a position in Addus HomeCare in Q3 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Addus HomeCare position peaked at $810K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.