Baystate Wealth Management’s Chemed CHE Stock Holding History

Baystate 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
2023 Q4	$1.18K	Hold	2	–	–	﹤0.01%	1137
2023 Q3	$1.04K	Hold	2	–	–	﹤0.01%	885
2023 Q2	$1.09K	Hold	2	–	–	﹤0.01%	923
2023 Q1	$1.08K	Hold	2	–	–	﹤0.01%	924
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	843
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	797
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	822
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	809
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	809
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	737
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	708
2021 Q1	$1K	Buy	+2	New	+$980	﹤0.01%	640
2019 Q2	–	Sell	-47	Closed	-$15K	–	648
2019 Q1	$15K	Hold	47	–	–	﹤0.01%	333
2018 Q4	$13K	Buy	+47	New	+$14.2K	﹤0.01%	346

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baystate Wealth Management's CHE Position: Q4 2023 in Review

Baystate Wealth Management held its Chemed (CHE) position steady in Q4 2023 at 2 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Baystate Wealth Management first reported a position in CHE in Q4 2018 and has held it in 14 quarters since. The position peaked at $15K in Q1 2019. 501 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

Baystate Wealth Management held 2 shares of Chemed worth $1.18K as of Q4 2023.
Baystate Wealth Management left its Chemed share count unchanged in Q4 2023.
Chemed made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1137 holding.
Baystate Wealth Management first reported a position in Chemed in Q4 2018 and has held it in 14 quarters since.
Baystate Wealth Management's Chemed position peaked at $15K in Q1 2019.
501 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.