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Winton Group’s Addus HomeCare ADUS Stock Holding History

Winton Group’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
Q4 		– Sell
-2,332
Closed -$222K – 905
2022
Q3 		$222K Buy
+2,332
New +$214K 0.01% 859
2019
Q4 		– Sell
-10,508
Closed -$833K – 1521
2019
Q3 		$833K Buy
10,508
+3,197
+44% +$259K 0.01% 914
2019
Q2 		$548K Buy
7,311
+3,774
+107% +$261K 0.01% 640
2019
Q1 		$225K Sell
3,537
-3,256
-48% -$209K ﹤0.01% 914
2018
Q4 		$461K Sell
6,793
-456
-6% -$31.2K 0.01% 514
2018
Q3 		$509K Buy
+7,249
New +$469K 0.01% 622

Other funds holding ADUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winton Group's ADUS Position: Q4 2022 in Review

Winton Group sold out of Addus HomeCare (ADUS) in Q4 2022, closing a stake of 2,332 shares — an estimated $222K sold.

Winton Group first reported a position in ADUS in Q3 2018 and held it in 6 quarters. The position peaked at $833K in Q3 2019. 232 funds tracked by Wall St. Rank hold ADUS as of Q4 2022.

  • Winton Group reported no remaining Addus HomeCare position as of Q4 2022 after selling out during the quarter.
  • Winton Group sold 2,332 Addus HomeCare shares in Q4 2022, an estimated $222K.
  • Winton Group first reported a position in Addus HomeCare in Q3 2018 and held it in 6 quarters.
  • Winton Group's Addus HomeCare position peaked at $833K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held Addus HomeCare as of Q4 2022.

Based on Winton Group's 13F filing for Q4 2022, filed 14 Feb 2023.