Ziegler Capital Management’s Addus HomeCare ADUS Stock Holding History

Ziegler 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
2024 Q1	$8.25M	Buy	79,942 +49,526	+163%	+$4.63M	0.32%	103
2023 Q4	$2.82M	Sell	30,416 -52,978	-64%	-$4.61M	0.13%	187
2023 Q3	$7.1M	Sell	83,394 -34,421	-29%	-$3.07M	0.28%	125
2023 Q2	$10.9M	Sell	117,815 -9,951	-8%	-$949K	0.42%	72
2023 Q1	$13.6M	Buy	127,766 +12,260	+11%	+$1.28M	0.54%	40
2022 Q4	$11.5M	Buy	115,506 +13,853	+14%	+$1.45M	0.48%	61
2022 Q3	$9.68M	Buy	101,653 +11,118	+12%	+$1.02M	0.42%	79
2022 Q2	$7.54M	Buy	+90,535	New	+$7.59M	0.31%	117

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ziegler Capital Management's ADUS Position: Q1 2024 in Review

Ziegler Capital Management increased its Addus HomeCare (ADUS) stake by 163% in Q1 2024, buying an estimated $4.63M and bringing the position to 79,942 shares worth $8.25M. The position accounts for 0.32% of the portfolio, ranked #103.

Ziegler Capital Management first reported a position in ADUS in Q2 2022 and has held it in 8 quarters since. The position peaked at $13.6M in Q1 2023. 262 funds tracked by Wall St. Rank hold ADUS as of Q1 2024.

Ziegler Capital Management held 79,942 shares of Addus HomeCare worth $8.25M as of Q1 2024.
Ziegler Capital Management bought 49,526 Addus HomeCare shares in Q1 2024, an estimated $4.63M.
Addus HomeCare made up 0.32% of Ziegler Capital Management's portfolio in Q1 2024, its #103 holding.
Ziegler Capital Management first reported a position in Addus HomeCare in Q2 2022 and has held it in 8 quarters since.
Ziegler Capital Management's Addus HomeCare position peaked at $13.6M in Q1 2023.
262 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.