Axa
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Axa’s Chemed CHE Stock Holding History

Axa’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
Q2 		– Sell
-11,000
Closed -$5.92M – 1095
2023
Q1 		$5.92M Sell
11,000
-300
-3% -$153K 0.02% 523
2022
Q4 		$5.77M Buy
+11,300
New +$5.5M 0.02% 555
2021
Q4 		– Sell
-3,226
Closed -$1.5M – 1180
2021
Q3 		$1.5M Hold
3,226
– – ﹤0.01% 914
2021
Q2 		$1.53M Sell
3,226
-27,256
-89% -$13.1M ﹤0.01% 930
2021
Q1 		$14M Buy
30,482
+2,895
+10% +$1.42M 0.04% 430
2020
Q4 		$14.7M Sell
27,587
-276
-1% -$136K 0.05% 398
2020
Q3 		$13.4M Buy
27,863
+16,863
+153% +$8.27M 0.05% 374
2020
Q2 		$4.96M Hold
11,000
– – 0.02% 614
2020
Q1 		$4.76M Buy
11,000
+3,200
+41% +$1.43M 0.02% 529
2019
Q4 		$3.43M Buy
+7,800
New +$3.28M 0.01% 713
2013
Q4 		– Sell
-1,000
Closed -$72K – 1391
2013
Q3 		$72K Hold
1,000
– – ﹤0.01% 1204
2013
Q2 		$72K Buy
+1,000
New +$73.3K ﹤0.01% 1175

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Axa's CHE Position: Q2 2023 in Review

Axa sold out of Chemed (CHE) in Q2 2023, closing a stake of 11,000 shares — an estimated $5.92M sold.

Axa first reported a position in CHE in Q2 2013 and held it in 12 quarters. The position peaked at $14.7M in Q4 2020. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

  • Axa reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
  • Axa sold 11,000 Chemed shares in Q2 2023, an estimated $5.92M.
  • Axa first reported a position in Chemed in Q2 2013 and held it in 12 quarters.
  • Axa's Chemed position peaked at $14.7M in Q4 2020.
  • 464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Axa's 13F filing for Q2 2023, filed 14 Aug 2023.