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Summit Global Investments’s Addus HomeCare ADUS Stock Holding History

Summit Global Investments’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
-9,968
Closed -$1.33M – 524
2024
Q3 		$1.33M Sell
9,968
-784
-7% -$99K 0.08% 195
2024
Q2 		$1.25M Buy
10,752
+790
+8% +$84.6K 0.08% 200
2024
Q1 		$1.03M Sell
9,962
-2,200
-18% -$206K 0.08% 206
2023
Q4 		$1.13M Sell
12,162
-2,626
-18% -$228K 0.07% 215
2023
Q3 		$1.26M Buy
14,788
+10,775
+269% +$960K 0.08% 173
2023
Q2 		$372K Buy
4,013
+2,113
+111% +$202K 0.02% 389
2023
Q1 		$203K Buy
+1,900
New +$198K 0.02% 484
2019
Q2 		– Sell
-11,688
Closed -$743K – 281
2019
Q1 		$743K Buy
+11,688
New +$751K 0.09% 142
2018
Q1 		– Sell
-17,100
Closed -$595K – 264
2017
Q4 		$595K Buy
17,100
+2,800
+20% +$95.1K 0.09% 144
2017
Q3 		$505K Buy
14,300
+1,100
+8% +$38.7K 0.08% 191
2017
Q2 		$491K Buy
+13,200
New +$475K 0.15% 190

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
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

Summit Global Investments's ADUS Position: Q4 2024 in Review

Summit Global Investments sold out of Addus HomeCare (ADUS) in Q4 2024, closing a stake of 9,968 shares — an estimated $1.33M sold.

Summit Global Investments first reported a position in ADUS in Q2 2017 and held it in 11 quarters. The position peaked at $1.33M in Q3 2024. 308 funds tracked by Wall St. Rank hold ADUS as of Q4 2024.

  • Summit Global Investments reported no remaining Addus HomeCare position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 9,968 Addus HomeCare shares in Q4 2024, an estimated $1.33M.
  • Summit Global Investments first reported a position in Addus HomeCare in Q2 2017 and held it in 11 quarters.
  • Summit Global Investments's Addus HomeCare position peaked at $1.33M in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.