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Calton & Associates’s Chemed CHE Stock Holding History

Calton & Associates’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
-389
Closed -$227K – 203
2023
Q4 		$227K Buy
+389
New +$218K 0.09% 211
2018
Q1 		– Sell
-275
Closed -$73K – 485
2017
Q4 		$73K Buy
+275
New +$62.5K 0.02% 560

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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

Calton & Associates's CHE Position: Q1 2024 in Review

Calton & Associates sold out of Chemed (CHE) in Q1 2024, closing a stake of 389 shares — an estimated $227K sold.

Calton & Associates first reported a position in CHE in Q4 2017 and held it in 2 quarters. The position peaked at $227K in Q4 2023. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Calton & Associates reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Calton & Associates sold 389 Chemed shares in Q1 2024, an estimated $227K.
  • Calton & Associates first reported a position in Chemed in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's Chemed position peaked at $227K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Calton & Associates's 13F filing for Q1 2024, filed 16 Apr 2024.