Baldwin Wealth Partners’s Chemed CHE Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-90	Closed	-$54.1K	–	364
2024 Q3	$54.1K	Buy	+90	New	+$51K	﹤0.01%	535

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baldwin Wealth Partners's CHE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Chemed (CHE) in Q4 2024, closing a stake of 90 shares — an estimated $54.1K sold.

Baldwin Wealth Partners first reported a position in CHE in Q3 2024 and held it in 1 quarter. The position peaked at $54.1K in Q3 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

Baldwin Wealth Partners reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 90 Chemed shares in Q4 2024, an estimated $54.1K.
Baldwin Wealth Partners first reported a position in Chemed in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's Chemed position peaked at $54.1K in Q3 2024.
528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.