Avior Wealth Management’s Chemed CHE Stock Holding History

Avior 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	-9	Closed	-$4.77K	–	1018
2024 Q4	$4.77K	Sell	9 -15	-63%	-$8.46K	﹤0.01%	1875
2024 Q3	$14.4K	Hold	24	–	–	﹤0.01%	1442
2024 Q2	$13K	Sell	24 -121	-83%	-$69.3K	﹤0.01%	1442
2024 Q1	$93.1K	Buy	145 +106	+272%	+$64.4K	﹤0.01%	995
2023 Q4	$22.8K	Sell	39 -19	-33%	-$10.6K	﹤0.01%	863
2023 Q3	$30.1K	Sell	58 -8	-12%	-$4.16K	﹤0.01%	868
2023 Q2	$35.8K	Sell	66 -9	-12%	-$4.92K	﹤0.01%	834
2023 Q1	$40.3K	Buy	75 +60	+400%	+$30.6K	﹤0.01%	828
2022 Q4	$7.66K	Hold	15	–	–	﹤0.01%	900
2022 Q3	$6K	Hold	15	–	–	﹤0.01%	914
2022 Q2	$7K	Hold	15	–	–	﹤0.01%	813
2022 Q1	$7K	Buy	+15	New	+$7.19K	﹤0.01%	869

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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