BerganKDV Wealth Management’s Chemed CHE Stock Holding History

BerganKDV 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 Q2	–	Sell	-6	Closed	-$3.23K	–	902
2023 Q1	$3.23K	Hold	6	–	–	﹤0.01%	759
2022 Q4	$3.07K	Hold	6	–	–	﹤0.01%	749
2022 Q3	$3K	Sell	6 -5	-45%	-$2.4K	﹤0.01%	745
2022 Q2	$5K	Hold	11	–	–	﹤0.01%	691
2022 Q1	$6K	Hold	11	–	–	﹤0.01%	684
2021 Q4	$6K	Hold	11	–	–	﹤0.01%	745
2021 Q3	$5K	Hold	11	–	–	﹤0.01%	740
2021 Q2	$5K	Hold	11	–	–	﹤0.01%	691
2021 Q1	$5K	Hold	11	–	–	﹤0.01%	658
2020 Q4	$6K	Buy	11 +4	+57%	+$1.97K	﹤0.01%	629
2020 Q3	$3K	Hold	7	–	–	﹤0.01%	634
2020 Q2	$3K	Hold	7	–	–	﹤0.01%	689
2020 Q1	$3K	Buy	7 +1	+17%	+$447	﹤0.01%	653
2019 Q4	$3K	Buy	+6	New	+$2.52K	﹤0.01%	700

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

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

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

BerganKDV Wealth Management's CHE Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Chemed (CHE) in Q2 2023, closing a stake of 6 shares — an estimated $3.23K sold.

BerganKDV Wealth Management first reported a position in CHE in Q4 2019 and held it in 14 quarters. The position peaked at $6K in Q1 2022. 464 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

BerganKDV Wealth Management reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 6 Chemed shares in Q2 2023, an estimated $3.23K.
BerganKDV Wealth Management first reported a position in Chemed in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Chemed position peaked at $6K in Q1 2022.
464 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.