Claris Advisors’s Chemed CHE Stock Holding History

Claris 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	-1	Closed	-$601	–	270
2024 Q3	$601	Buy	+1	New	+$567	﹤0.01%	593

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

Claris Advisors's CHE Position: Q4 2024 in Review

Claris Advisors sold out of Chemed (CHE) in Q4 2024, closing a stake of 1 share — an estimated $601 sold.

Claris Advisors first reported a position in CHE in Q3 2024 and held it in 1 quarter. The position peaked at $601 in Q3 2024. 528 funds tracked by Wall St. Rank hold CHE as of Q4 2024.

Claris Advisors reported no remaining Chemed position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Chemed share in Q4 2024, an estimated $601.
Claris Advisors first reported a position in Chemed in Q3 2024 and held it in 1 quarter.
Claris Advisors's Chemed position peaked at $601 in Q3 2024.
528 funds tracked by Wall St. Rank held Chemed as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.