CFFP
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Center for Financial Planning’s Chemed CHE Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-11
Closed -$5K – 564
2022
Q3 		$5K Buy
+11
New +$5.29K ﹤0.01% 419

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's CHE Position: Q4 2022 in Review

Center for Financial Planning sold out of Chemed (CHE) in Q4 2022, closing a stake of 11 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in CHE in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2022.

  • Center for Financial Planning reported no remaining Chemed position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 11 Chemed shares in Q4 2022, an estimated $5K.
  • Center for Financial Planning first reported a position in Chemed in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Chemed position peaked at $5K in Q3 2022.
  • 442 funds tracked by Wall St. Rank held Chemed as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.