AWM
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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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avior Wealth Management's CHE Position: Q1 2025 in Review

Avior Wealth Management sold out of Chemed (CHE) in Q1 2025, closing a stake of 9 shares — an estimated $4.77K sold.

Avior Wealth Management first reported a position in CHE in Q1 2022 and held it in 12 quarters. The position peaked at $93.1K in Q1 2024. 554 funds tracked by Wall St. Rank hold CHE as of Q1 2025.

  • Avior Wealth Management reported no remaining Chemed position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 9 Chemed shares in Q1 2025, an estimated $4.77K.
  • Avior Wealth Management first reported a position in Chemed in Q1 2022 and held it in 12 quarters.
  • Avior Wealth Management's Chemed position peaked at $93.1K in Q1 2024.
  • 554 funds tracked by Wall St. Rank held Chemed as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.