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Burney Company’s Chemed CHE Stock Holding History

Burney Company’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
Q2 		– Sell
-333
Closed -$214K – 599
2024
Q1 		$214K Sell
333
-80
-19% -$48.6K 0.01% 572
2023
Q4 		$242K Hold
413
– – 0.01% 533
2023
Q3 		$215K Hold
413
– – 0.01% 535
2023
Q2 		$224K Sell
413
-7
-2% -$3.83K 0.01% 532
2023
Q1 		$226K Hold
420
– – 0.01% 524
2022
Q4 		$214K Buy
+420
New +$204K 0.01% 518
2022
Q2 		– Sell
-420
Closed -$213K – 550
2022
Q1 		$213K Hold
420
– – 0.01% 556
2021
Q4 		$222K Buy
+420
New +$202K 0.01% 553
2021
Q1 		– Sell
-448
Closed -$239K – 564
2020
Q4 		$239K Sell
448
-75
-14% -$36.9K 0.01% 477
2020
Q3 		$251K Buy
523
+2
+0.4% +$981 0.02% 439
2020
Q2 		$235K Sell
521
-30
-5% -$13.4K 0.02% 436
2020
Q1 		$239K Sell
551
-23
-4% -$10.3K 0.02% 384
2019
Q4 		$252K Hold
574
– – 0.01% 421
2019
Q3 		$240K Hold
574
– – 0.01% 409
2019
Q2 		$207K Sell
574
-250
-30% -$83.6K 0.01% 432
2019
Q1 		$264K Sell
824
-50
-6% -$15.4K 0.02% 400
2018
Q4 		$248K Hold
874
– – 0.02% 389
2018
Q3 		$279K Sell
874
-30
-3% -$9.56K 0.02% 386
2018
Q2 		$291K Sell
904
-56
-6% -$17.5K 0.02% 370
2018
Q1 		$262K Hold
960
– – 0.02% 358
2017
Q4 		$233K Buy
+960
New +$218K 0.01% 392

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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

Burney Company's CHE Position: Q2 2024 in Review

Burney Company sold out of Chemed (CHE) in Q2 2024, closing a stake of 333 shares — an estimated $214K sold.

Burney Company first reported a position in CHE in Q4 2017 and held it in 21 quarters. The position peaked at $291K in Q2 2018. 515 funds tracked by Wall St. Rank hold CHE as of Q2 2024.

  • Burney Company reported no remaining Chemed position as of Q2 2024 after selling out during the quarter.
  • Burney Company sold 333 Chemed shares in Q2 2024, an estimated $214K.
  • Burney Company first reported a position in Chemed in Q4 2017 and held it in 21 quarters.
  • Burney Company's Chemed position peaked at $291K in Q2 2018.
  • 515 funds tracked by Wall St. Rank held Chemed as of Q2 2024.

Based on Burney Company's 13F filing for Q2 2024, filed 29 Jul 2024.