Bogart Wealth LLC’s Chemed CHE Stock Holding History

Bogart Wealth LLC’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	-12	Closed	-$5K	–	1078
2022 Q3	$5K	Buy	+12	New	+$5.77K	﹤0.01%	676

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

Bogart Wealth LLC's CHE Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Chemed (CHE) in Q4 2022, closing a stake of 12 shares — an estimated $5K sold.

Bogart Wealth LLC first reported a position in CHE in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2022.

Bogart Wealth LLC reported no remaining Chemed position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 12 Chemed shares in Q4 2022, an estimated $5K.
Bogart Wealth LLC first reported a position in Chemed in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's Chemed position peaked at $5K in Q3 2022.
442 funds tracked by Wall St. Rank held Chemed as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.