TAX MANAGED SMALL CAP PORTFOLIO ADUS Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's Addus HomeCare Corp Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 21,057.00 shares of Addus HomeCare Corp(ADUS), totaling $2.20 Mil. This investment constitutes 1.18% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.11% of the outstanding Addus HomeCare Corp(ADUS) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 8 purchases of ADUS, at an average price of $96.47, for a total of 63,876.00 shares. In addition, there have been 3 sales at an average price of $93.36 for 42,819.00 shares. Based on historical transaction data and ADUS's current price of $115.05, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his ADUS holdings is $258,115.32, reflecting a 4.19% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO ADUS ($115.05) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO ADUS ($115.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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