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Aurora Investment Counsel’s Chemed CHE Stock Holding History

Aurora Investment Counsel’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
Q4 		– Sell
-2,853
Closed -$1.48M – 115
2023
Q3 		$1.48M Sell
2,853
-27
-0.9% -$14K 0.98% 42
2023
Q2 		$1.56M Sell
2,880
-354
-11% -$194K 1% 39
2023
Q1 		$1.74M Buy
3,234
+5
+0.2% +$2.55K 1.14% 25
2022
Q4 		$1.65M Sell
3,229
-2
-0.1% -$974 1.14% 26
2022
Q3 		$1.41M Buy
3,231
+26
+0.8% +$12.5K 1.07% 28
2022
Q2 		$1.5M Buy
3,205
+15
+0.5% +$7.32K 1.09% 27
2022
Q1 		$1.62M Sell
3,190
-8
-0.3% -$3.84K 1.03% 32
2021
Q4 		$1.69M Buy
3,198
+95
+3% +$45.6K 1.01% 31
2021
Q3 		$1.44M Buy
+3,103
New +$1.46M 1% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Aurora Investment Counsel's CHE Position: Q4 2023 in Review

Aurora Investment Counsel sold out of Chemed (CHE) in Q4 2023, closing a stake of 2,853 shares — an estimated $1.48M sold.

Aurora Investment Counsel first reported a position in CHE in Q3 2021 and held it in 9 quarters. The position peaked at $1.74M in Q1 2023. 500 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

  • Aurora Investment Counsel reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
  • Aurora Investment Counsel sold 2,853 Chemed shares in Q4 2023, an estimated $1.48M.
  • Aurora Investment Counsel first reported a position in Chemed in Q3 2021 and held it in 9 quarters.
  • Aurora Investment Counsel's Chemed position peaked at $1.74M in Q1 2023.
  • 500 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Aurora Investment Counsel's 13F filing for Q4 2023, filed 20 Feb 2024.