BEI
CHE icon

Benjamin Edwards Inc’s Chemed CHE Stock Holding History

Benjamin Edwards Inc’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
Q3 		– Sell
-80
Closed -$43K – 1100
2024
Q2 		$43K Buy
80
+7
+10% +$4.01K 0.01% 515
2024
Q1 		$47K Buy
73
+1
+1% +$608 0.01% 489
2023
Q4 		$42K Buy
72
+4
+6% +$2.24K 0.01% 482
2023
Q3 		$35K Buy
68
+6
+10% +$3.12K 0.01% 485
2023
Q2 		$34K Sell
62
-37
-37% -$20.2K 0.01% 492
2023
Q1 		$53K Buy
99
+49
+98% +$25K 0.01% 456
2022
Q4 		$26K Buy
50
+2
+4% +$974 0.01% 472
2022
Q3 		$21K Buy
48
+9
+23% +$4.33K 0.01% 502
2022
Q2 		$18K Hold
39
– – 0.01% 527
2022
Q1 		$20K Buy
39
+2
+5% +$959 0.01% 557
2021
Q4 		$20K Buy
37
+2
+6% +$960 0.01% 519
2021
Q3 		$16K Hold
35
– – 0.01% 420
2021
Q2 		$17K Buy
+35
New +$16.8K 0.01% 342

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Benjamin Edwards Inc's CHE Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Chemed (CHE) in Q3 2024, closing a stake of 80 shares — an estimated $43K sold.

Benjamin Edwards Inc first reported a position in CHE in Q2 2021 and held it in 13 quarters. The position peaked at $53K in Q1 2023. 528 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

  • Benjamin Edwards Inc reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 80 Chemed shares in Q3 2024, an estimated $43K.
  • Benjamin Edwards Inc first reported a position in Chemed in Q2 2021 and held it in 13 quarters.
  • Benjamin Edwards Inc's Chemed position peaked at $53K in Q1 2023.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.