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AUA Capital Management’s Chemed CHE Stock Holding History

AUA Capital 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
Q1 		– Sell
-4
Closed -$2.04K – 128
2022
Q4 		$2.04K Hold
4
– – ﹤0.01% 259
2022
Q3 		$2K Hold
4
– – ﹤0.01% 248
2022
Q2 		$2K Sell
4
-1
-20% -$488 ﹤0.01% 258
2022
Q1 		$3K Hold
5
– – ﹤0.01% 236
2021
Q4 		$3K Hold
5
– – ﹤0.01% 226
2021
Q3 		$2K Buy
5
+3
+150% +$1.41K ﹤0.01% 260
2021
Q2 		$1K Hold
2
– – ﹤0.01% 304
2021
Q1 		$1K Hold
2
– – ﹤0.01% 307
2020
Q4 		$1K Hold
2
– – ﹤0.01% 304
2020
Q3 		$1K Buy
+2
New +$981 ﹤0.01% 274

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

AUA Capital Management's CHE Position: Q1 2023 in Review

AUA Capital Management sold out of Chemed (CHE) in Q1 2023, closing a stake of 4 shares — an estimated $2.04K sold.

AUA Capital Management first reported a position in CHE in Q3 2020 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 459 funds tracked by Wall St. Rank hold CHE as of Q1 2023.

  • AUA Capital Management reported no remaining Chemed position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 4 Chemed shares in Q1 2023, an estimated $2.04K.
  • AUA Capital Management first reported a position in Chemed in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Chemed position peaked at $3K in Q1 2022.
  • 459 funds tracked by Wall St. Rank held Chemed as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.