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Bruce G. Allen Investments’s Chemed CHE Stock Holding History

Bruce G. Allen Investments’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
Q1 		– Sell
-6
Closed -$3.51K – 977
2023
Q4 		$3.51K Buy
+6
New +$3.36K ﹤0.01% 644

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Bruce G. Allen Investments's CHE Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Chemed (CHE) in Q1 2024, closing a stake of 6 shares — an estimated $3.51K sold.

Bruce G. Allen Investments first reported a position in CHE in Q4 2023 and held it in 1 quarter. The position peaked at $3.51K in Q4 2023. 510 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 6 Chemed shares in Q1 2024, an estimated $3.51K.
  • Bruce G. Allen Investments first reported a position in Chemed in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's Chemed position peaked at $3.51K in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.