Cassady Schiller Wealth Management’s Chemed CHE Stock Holding History

Cassady Schiller Wealth Management’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	$1.59K	Buy	+3	New	+$1.69K	﹤0.01%	645

Other funds holding CHE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cassady Schiller Wealth Management's CHE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Chemed (CHE) in Q4 2024: 3 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

Cassady Schiller Wealth Management held 3 shares of Chemed worth $1.59K as of Q4 2024.
Chemed was a new Cassady Schiller Wealth Management position in Q4 2024.
Chemed made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #645 holding.
528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.