Axim Planning & Wealth’s Chemed CHE Stock Holding History

Axim Planning & Wealth’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
2022 Q4	–	Sell	-58	Closed	-$25K	–	46
2022 Q3	$25K	Buy	58 +6	+12%	+$2.88K	0.02%	74
2022 Q2	$24K	Buy	+52	New	+$25.4K	0.02%	66

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Axim Planning & Wealth's CHE Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Chemed (CHE) in Q4 2022, closing a stake of 58 shares — an estimated $25K sold.

Axim Planning & Wealth first reported a position in CHE in Q2 2022 and held it in 2 quarters. The position peaked at $25K in Q3 2022. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2022.

Axim Planning & Wealth reported no remaining Chemed position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 58 Chemed shares in Q4 2022, an estimated $25K.
Axim Planning & Wealth first reported a position in Chemed in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Chemed position peaked at $25K in Q3 2022.
442 funds tracked by Wall St. Rank held Chemed as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.