Tekla Capital Management’s Addus HomeCare ADUS Stock Holding History

Tekla Capital Management’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	-42,380	Closed	-$4.52M	–	167
2023 Q1	$4.52M	Hold	42,380	–	–	0.17%	82
2022 Q4	$4.22M	Sell	42,380 -41,252	-49%	-$4.31M	0.16%	81
2022 Q3	$7.96M	Hold	83,632	–	–	0.33%	61
2022 Q2	$6.96M	Hold	83,632	–	–	0.27%	73
2022 Q1	$7.8M	Hold	83,632	–	–	0.27%	74
2021 Q4	$7.82M	Hold	83,632	–	–	0.25%	79
2021 Q3	$6.67M	Buy	83,632 +29,395	+54%	+$2.55M	0.21%	93
2021 Q2	$4.73M	Buy	54,237 +16,597	+44%	+$1.61M	0.15%	121
2021 Q1	$3.94M	Hold	37,640	–	–	0.14%	132
2020 Q4	$4.41M	Buy	37,640 +21,671	+136%	+$2.24M	0.15%	124
2020 Q3	$1.51M	Hold	15,969	–	–	0.06%	167
2020 Q2	$1.48M	Buy	+15,969	New	+$1.38M	0.06%	178

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

Tekla Capital Management's ADUS Position: Q2 2023 in Review

Tekla Capital Management sold out of Addus HomeCare (ADUS) in Q2 2023, closing a stake of 42,380 shares — an estimated $4.52M sold.

Tekla Capital Management first reported a position in ADUS in Q2 2020 and held it in 12 quarters. The position peaked at $7.96M in Q3 2022. 240 funds tracked by Wall St. Rank hold ADUS as of Q2 2023.

Tekla Capital Management reported no remaining Addus HomeCare position as of Q2 2023 after selling out during the quarter.
Tekla Capital Management sold 42,380 Addus HomeCare shares in Q2 2023, an estimated $4.52M.
Tekla Capital Management first reported a position in Addus HomeCare in Q2 2020 and held it in 12 quarters.
Tekla Capital Management's Addus HomeCare position peaked at $7.96M in Q3 2022.
240 funds tracked by Wall St. Rank held Addus HomeCare as of Q2 2023.

Based on Tekla Capital Management's 13F filing for Q2 2023, filed 10 Aug 2023.