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Argonautica Private Wealth Management’s Chemed CHE Stock Holding History

Argonautica Private 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
2025
Q1 		– Sell
-505
Closed -$268K – 186
2024
Q4 		$268K Buy
505
+34
+7% +$19.2K 0.09% 178
2024
Q3 		$283K Hold
471
– – 0.09% 175
2024
Q2 		$256K Buy
471
+47
+11% +$26.9K 0.09% 179
2024
Q1 		$272K Buy
+424
New +$258K 0.1% 170

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Argonautica Private Wealth Management's CHE Position: Q1 2025 in Review

Argonautica Private Wealth Management sold out of Chemed (CHE) in Q1 2025, closing a stake of 505 shares — an estimated $268K sold.

Argonautica Private Wealth Management first reported a position in CHE in Q1 2024 and held it in 4 quarters. The position peaked at $283K in Q3 2024. 553 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Argonautica Private Wealth Management reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 505 Chemed shares in Q1 2025, an estimated $268K.
  • Argonautica Private Wealth Management first reported a position in Chemed in Q1 2024 and held it in 4 quarters.
  • Argonautica Private Wealth Management's Chemed position peaked at $283K in Q3 2024.
  • 553 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.