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Capital Performance Advisors’s Chemed CHE Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-11
Closed -$6.61K – 639
2024
Q3 		$6.61K Buy
+11
New +$6.24K ﹤0.01% 995

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Performance Advisors's CHE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Chemed (CHE) in Q4 2024, closing a stake of 11 shares — an estimated $6.61K sold.

Capital Performance Advisors first reported a position in CHE in Q3 2024 and held it in 1 quarter. The position peaked at $6.61K in Q3 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 11 Chemed shares in Q4 2024, an estimated $6.61K.
  • Capital Performance Advisors first reported a position in Chemed in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Chemed position peaked at $6.61K in Q3 2024.
  • 528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.