Tarbox Family Office’s Addus HomeCare ADUS Stock Holding History

Tarbox Family Office’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
2021 Q2	–	Sell	-20	Closed	-$2K	–	1140
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	833
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	769
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	706
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	702
2020 Q1	$1K	Buy	+20	New	+$1.73K	﹤0.01%	764

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Tarbox Family Office's ADUS Position: Q2 2021 in Review

Tarbox Family Office sold out of Addus HomeCare (ADUS) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in ADUS in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q1 2021. 189 funds tracked by Wall St. Rank hold ADUS as of Q2 2021.

Tarbox Family Office reported no remaining Addus HomeCare position as of Q2 2021 after selling out during the quarter.
Tarbox Family Office sold 20 Addus HomeCare shares in Q2 2021, an estimated $2K.
Tarbox Family Office first reported a position in Addus HomeCare in Q1 2020 and held it in 5 quarters.
Tarbox Family Office's Addus HomeCare position peaked at $2K in Q1 2021.
189 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.