Steward Financial Group’s Addus HomeCare ADUS Stock Holding History

Steward 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 Q2	–	Sell	-9	Closed	–	–	408
2023 Q1	$0	Buy	9 +5	+125%	+$522	﹤0.01%	697
2022 Q4	$0	Buy	+4	New	+$418	﹤0.01%	521
2022 Q3	–	Sell	-5	Closed	–	–	77
2022 Q2	$0	Buy	+5	New	+$419	﹤0.01%	945

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Steward Financial Group's ADUS Position: Q2 2023 in Review

Steward Financial Group sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 9 shares.

Steward Financial Group first reported a position in ADUS in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

Steward Financial Group reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 9 Addus HomeCare shares in Q2 2023.
Steward Financial Group first reported a position in Addus HomeCare in Q2 2022 and held it in 3 quarters.
Steward Financial Group's Addus HomeCare position peaked at $0 in Q1 2023.
240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.