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USA Financial Formulas’s Addus HomeCare ADUS Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-1,241
Closed -$106K – 340
2023
Q3 		$106K Hold
1,241
– – 0.16% 136
2023
Q2 		$115K Sell
1,241
-71
-5% -$6.77K 0.18% 103
2023
Q1 		$140K Buy
+1,312
New +$137K 0.23% 60
2019
Q1 		– Sell
-8,882
Closed -$623K – 123
2018
Q4 		$623K Buy
+8,882
New +$607K 0.16% 102

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USA Financial Formulas's ADUS Position: Q4 2023 in Review

USA Financial Formulas sold out of Addus HomeCare (ADUS) in Q4 2023, closing a stake of 1,241 shares — an estimated $106K sold.

USA Financial Formulas first reported a position in ADUS in Q4 2018 and held it in 4 quarters. The position peaked at $623K in Q4 2018. 261 funds tracked by Wall St. Rank hold ADUS as of Q4 2023.

  • USA Financial Formulas reported no remaining Addus HomeCare position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 1,241 Addus HomeCare shares in Q4 2023, an estimated $106K.
  • USA Financial Formulas first reported a position in Addus HomeCare in Q4 2018 and held it in 4 quarters.
  • USA Financial Formulas's Addus HomeCare position peaked at $623K in Q4 2018.
  • 261 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.