AWM
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Alterna Wealth Management’s Chemed CHE Stock Holding History

Alterna 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
Q3 		– Sell
-412
Closed -$223K – 80
2023
Q2 		$223K Buy
+412
New +$225K 0.26% 91

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Alterna Wealth Management's CHE Position: Q3 2023 in Review

Alterna Wealth Management sold out of Chemed (CHE) in Q3 2023, closing a stake of 412 shares — an estimated $223K sold.

Alterna Wealth Management first reported a position in CHE in Q2 2023 and held it in 1 quarter. The position peaked at $223K in Q2 2023. 457 funds tracked by Wall St. Rank hold CHE as of Q3 2023.

  • Alterna Wealth Management reported no remaining Chemed position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 412 Chemed shares in Q3 2023, an estimated $223K.
  • Alterna Wealth Management first reported a position in Chemed in Q2 2023 and held it in 1 quarter.
  • Alterna Wealth Management's Chemed position peaked at $223K in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Chemed as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.