Walthausen & Co’s Addus HomeCare ADUS Stock Holding History

Walthausen & Co’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
2022 Q3	$1.12M	Sell	11,720 -6,910	-37%	-$635K	0.93%	62
2022 Q2	$1.55M	Buy	+18,630	New	+$1.56M	0.7%	67
2018 Q1	$14.1M	Buy	289,614 +77,453	+37%	+$2.97M	1.39%	16
2017 Q4	$7.38M	Sell	212,161 -1,580	-0.7%	-$53.7K	0.7%	64
2017 Q3	$7.54M	Sell	213,741 -1,390	-0.6%	-$48.9K	0.7%	60
2017 Q2	$8M	Sell	215,131 -1,092	-0.5%	-$39.3K	0.78%	55
2017 Q1	$6.92M	Sell	216,223 -125,137	-37%	-$4.23M	0.71%	61
2016 Q4	$12M	Sell	341,360 -127,870	-27%	-$3.94M	1.11%	38
2016 Q3	$12.3M	Buy	469,230 +170,460	+57%	+$3.75M	1.23%	25
2016 Q2	$5.21M	Sell	298,770 -15,997	-5%	-$304K	0.54%	97
2016 Q1	$5.41M	Sell	314,767 -11,562	-4%	-$239K	0.57%	92
2015 Q4	$7.6M	Buy	326,329 +1,467	+0.5%	+$36.9K	0.73%	56
2015 Q3	$10.1M	Buy	324,862 +28,884	+10%	+$846K	0.88%	52
2015 Q2	$8.25M	Buy	295,978 +48,912	+20%	+$1.34M	0.6%	67
2015 Q1	$5.69M	Sell	247,066 -140	-0.1%	-$3.13K	0.42%	99
2014 Q4	$6M	Buy	+247,206	New	+$5.22M	0.46%	74

Other funds holding ADUS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return