AWM
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Accel Wealth Management’s Chemed CHE Stock Holding History

Accel Wealth Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20
Closed -$10.8K – 279
2023
Q1 		$10.8K Hold
20
– – ﹤0.01% 865
2022
Q4 		$10.2K Hold
20
– – ﹤0.01% 700
2022
Q3 		$9K Hold
20
– – ﹤0.01% 751
2022
Q2 		$10K Hold
20
– – 0.01% 700
2022
Q1 		$10K Hold
20
– – 0.01% 701
2021
Q4 		$11K Hold
20
– – 0.01% 690
2021
Q3 		$9K Hold
20
– – 0.01% 659
2021
Q2 		$9K Hold
20
– – 0.01% 707
2021
Q1 		$9K Hold
20
– – 0.01% 669
2020
Q4 		$11K Buy
+20
New +$9.83K 0.01% 593

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Accel Wealth Management's CHE Position: Q2 2023 in Review

Accel Wealth Management sold out of Chemed (CHE) in Q2 2023, closing a stake of 20 shares — an estimated $10.8K sold.

Accel Wealth Management first reported a position in CHE in Q4 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

  • Accel Wealth Management reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 20 Chemed shares in Q2 2023, an estimated $10.8K.
  • Accel Wealth Management first reported a position in Chemed in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Chemed position peaked at $11K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.