Concord Wealth Partners’s Chemed CHE Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-8	Closed	-$4.16K	–	851
2023 Q3	$4.16K	Hold	8	–	–	﹤0.01%	752
2023 Q2	$4.33K	Buy	+8	New	+$4.37K	﹤0.01%	734
2023 Q1	–	Sell	-8	Closed	-$4.08K	–	1030
2022 Q4	$4.08K	Buy	+8	New	+$3.89K	﹤0.01%	809
2022 Q3	–	Sell	-8	Closed	-$4K	–	319
2022 Q2	$4K	Buy	+8	New	+$3.9K	﹤0.01%	858

Other funds holding CHE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Concord Wealth Partners's CHE Position: Q4 2023 in Review

Concord Wealth Partners sold out of Chemed (CHE) in Q4 2023, closing a stake of 8 shares — an estimated $4.16K sold.

Concord Wealth Partners first reported a position in CHE in Q2 2022 and held it in 4 quarters. The position peaked at $4.33K in Q2 2023. 501 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

Concord Wealth Partners reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 8 Chemed shares in Q4 2023, an estimated $4.16K.
Concord Wealth Partners first reported a position in Chemed in Q2 2022 and held it in 4 quarters.
Concord Wealth Partners's Chemed position peaked at $4.33K in Q2 2023.
501 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.