Swedbank’s Addus HomeCare ADUS Stock Holding History

Swedbank’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	-86,600	Closed	-$9.25M	–	705
2023 Q1	$9.25M	Hold	86,600	–	–	0.02%	431
2022 Q4	$8.62M	Buy	86,600 +7,900	+10%	+$826K	0.02%	441
2022 Q3	$7.5M	Hold	78,700	–	–	0.02%	447
2022 Q2	$6.55M	Sell	78,700 -8,300	-10%	-$696K	0.01%	482
2022 Q1	$8.12M	Hold	87,000	–	–	0.02%	473
2021 Q4	$8.12M	Hold	87,000	–	–	0.01%	498
2021 Q3	$6.94M	Sell	87,000 -45,000	-34%	-$3.91M	0.01%	516
2021 Q2	$11.5M	Hold	132,000	–	–	0.02%	457
2021 Q1	$13.8M	Buy	+132,000	New	+$15M	0.03%	403

Other funds holding ADUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank's ADUS Position: Q2 2023 in Review

Swedbank sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 86,600 shares — an estimated $9.25M sold.

Swedbank first reported a position in ADUS in Q1 2021 and held it in 9 quarters. The position peaked at $13.8M in Q1 2021. 239 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

Swedbank reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
Swedbank sold 86,600 Addus HomeCare shares in Q2 2023, an estimated $9.25M.
Swedbank first reported a position in Addus HomeCare in Q1 2021 and held it in 9 quarters.
Swedbank's Addus HomeCare position peaked at $13.8M in Q1 2021.
239 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Swedbank's 13F filing for Q2 2023, filed 6 Dec 2024.