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Capital Advisors Ltd’s Chemed CHE Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-1
Closed -$1K – 1403
2024
Q2 		$1K Buy
+1
New +$573 ﹤0.01% 1146
2022
Q4 		– Sell
-1
Closed – – 1261
2022
Q3 		$0 Sell
1
-1
-50% -$481 ﹤0.01% 1268
2022
Q2 		$1K Buy
+2
New +$976 ﹤0.01% 744

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital Advisors Ltd's CHE Position: Q3 2024 in Review

Capital Advisors Ltd sold out of Chemed (CHE) in Q3 2024, closing a stake of 1 share — an estimated $1K sold.

Capital Advisors Ltd first reported a position in CHE in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2024. 527 funds tracked by Wall St. Rank hold CHE as of Q3 2024.

  • Capital Advisors Ltd reported no remaining Chemed position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 1 Chemed share in Q3 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Chemed in Q2 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's Chemed position peaked at $1K in Q2 2024.
  • 527 funds tracked by Wall St. Rank held Chemed as of Q3 2024.

Based on Capital Advisors Ltd's 13F filing for Q3 2024, filed 24 Oct 2024.